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
2201
$12.9K ﹤0.01%
53
-10
2202
$12.8K ﹤0.01%
3,086
-9
2203
$12.8K ﹤0.01%
+1,152
2204
$12.8K ﹤0.01%
4,140
+1,600
2205
$12.7K ﹤0.01%
250
2206
$12.7K ﹤0.01%
360
-910
2207
$12.7K ﹤0.01%
258
-1,268
2208
$12.7K ﹤0.01%
234
+126
2209
$12.7K ﹤0.01%
214
+4
2210
$12.6K ﹤0.01%
192
2211
$12.6K ﹤0.01%
346
-31
2212
$12.6K ﹤0.01%
113
-122
2213
$12.5K ﹤0.01%
463
+163
2214
$12.5K ﹤0.01%
+588
2215
$12.5K ﹤0.01%
117
2216
$12.5K ﹤0.01%
204
2217
$12.5K ﹤0.01%
+650
2218
$12.5K ﹤0.01%
29
+16
2219
$12.4K ﹤0.01%
225
+184
2220
$12.4K ﹤0.01%
86
+53
2221
$12.3K ﹤0.01%
1,000
2222
$12.3K ﹤0.01%
146
-13
2223
$12.2K ﹤0.01%
+800
2224
$12.2K ﹤0.01%
85
-39
2225
$12.2K ﹤0.01%
231
87 88
89
90 91