GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,678
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$17.8M
3
+$17.6M
4
AAPL icon
Apple
AAPL
+$16.8M
5
MSFT icon
Microsoft
MSFT
+$9.44M

Top Sells

1
+$10.8M
2
+$2M
3
+$2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.97M
5
ZTS icon
Zoetis
ZTS
+$1.97M

Sector Composition

1 Technology 10.93%
2 Financials 8.14%
3 Healthcare 3.82%
4 Consumer Discretionary 3.13%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$16.7K ﹤0.01%
935
-313
2077
$16.7K ﹤0.01%
518
+160
2078
$16.7K ﹤0.01%
+508
2079
$16.6K ﹤0.01%
236
2080
$16.6K ﹤0.01%
+400
2081
$16.5K ﹤0.01%
+772
2082
$16.5K ﹤0.01%
300
-1
2083
$16.5K ﹤0.01%
395
2084
$16.5K ﹤0.01%
241
-524
2085
$16.4K ﹤0.01%
825
2086
$16.4K ﹤0.01%
+330
2087
$16.4K ﹤0.01%
200
2088
$16.4K ﹤0.01%
1,291
-46
2089
$16.4K ﹤0.01%
1,000
-6
2090
$16.3K ﹤0.01%
487
-72
2091
$16.2K ﹤0.01%
1,131
2092
$16.2K ﹤0.01%
6,000
2093
$16.2K ﹤0.01%
857
+1
2094
$16.2K ﹤0.01%
321
-37
2095
$16.2K ﹤0.01%
365
2096
$16.1K ﹤0.01%
570
2097
$16.1K ﹤0.01%
213
+177
2098
$16.1K ﹤0.01%
1,861
+19
2099
$16.1K ﹤0.01%
937
-24
2100
$16K ﹤0.01%
127
-23
82 83
84
85 86