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
2251
$11.6K ﹤0.01%
+385
2252
$11.6K ﹤0.01%
362
+264
2253
$11.5K ﹤0.01%
402
+52
2254
$11.5K ﹤0.01%
61
+2
2255
$11.5K ﹤0.01%
504
+304
2256
$11.5K ﹤0.01%
69
+9
2257
$11.5K ﹤0.01%
166
+26
2258
$11.4K ﹤0.01%
219
2259
$11.4K ﹤0.01%
400
2260
$11.3K ﹤0.01%
237
+157
2261
$11.3K ﹤0.01%
129
+107
2262
$11.3K ﹤0.01%
296
+4
2263
$11.3K ﹤0.01%
427
2264
$11.3K ﹤0.01%
198
+3
2265
$11.3K ﹤0.01%
400
2266
$11.2K ﹤0.01%
260
2267
$11.2K ﹤0.01%
100
2268
$11.2K ﹤0.01%
579
+500
2269
$11.2K ﹤0.01%
395
+383
2270
$11.2K ﹤0.01%
+4,380
2271
$11.2K ﹤0.01%
721
+651
2272
$11.2K ﹤0.01%
328
+276
2273
$11.1K ﹤0.01%
181
-22
2274
$11.1K ﹤0.01%
232
+174
2275
$11.1K ﹤0.01%
1,000