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
2176
$13.7K ﹤0.01%
+449
2177
$13.6K ﹤0.01%
208
2178
$13.6K ﹤0.01%
684
+15
2179
$13.6K ﹤0.01%
366
2180
$13.5K ﹤0.01%
+51
2181
$13.5K ﹤0.01%
100
2182
$13.5K ﹤0.01%
1,935
2183
$13.4K ﹤0.01%
130
+97
2184
$13.4K ﹤0.01%
1,284
+34
2185
$13.4K ﹤0.01%
345
2186
$13.3K ﹤0.01%
+233
2187
$13.3K ﹤0.01%
74
-20
2188
$13.3K ﹤0.01%
432
+66
2189
$13.3K ﹤0.01%
687
-30
2190
$13.3K ﹤0.01%
285
+210
2191
$13.2K ﹤0.01%
+390
2192
$13.2K ﹤0.01%
340
+4
2193
$13.1K ﹤0.01%
395
2194
$13K ﹤0.01%
263
+195
2195
$13K ﹤0.01%
296
-180
2196
$13K ﹤0.01%
55
-1
2197
$13K ﹤0.01%
258
+62
2198
$12.9K ﹤0.01%
+794
2199
$12.9K ﹤0.01%
1,279
+1
2200
$12.9K ﹤0.01%
1,759
+860
86 87
88
89 90