GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$34.4M
2
+$17.7M
3
+$14.9M
4
NVDA icon
NVIDIA
NVDA
+$14.4M
5
MSFT icon
Microsoft
MSFT
+$8.92M

Top Sells

1
+$10.8M
2
+$2.12M
3
+$2.07M
4
ZTS icon
Zoetis
ZTS
+$1.89M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.87M

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
2326
$9.87K ﹤0.01%
406
+87
2327
$9.87K ﹤0.01%
955
+871
2328
$9.85K ﹤0.01%
39
+2
2329
$9.85K ﹤0.01%
3,529
2330
$9.82K ﹤0.01%
316
-71
2331
$9.75K ﹤0.01%
5,000
2332
$9.75K ﹤0.01%
141
+16
2333
$9.74K ﹤0.01%
+415
2334
$9.72K ﹤0.01%
160
2335
$9.71K ﹤0.01%
308
+132
2336
$9.7K ﹤0.01%
81
2337
$9.68K ﹤0.01%
644
+20
2338
$9.66K ﹤0.01%
151
+16
2339
$9.65K ﹤0.01%
814
2340
$9.61K ﹤0.01%
190
2341
$9.61K ﹤0.01%
318
2342
$9.6K ﹤0.01%
112
+28
2343
$9.55K ﹤0.01%
434
+166
2344
$9.53K ﹤0.01%
114
+30
2345
$9.53K ﹤0.01%
150
+13
2346
$9.48K ﹤0.01%
83
+4
2347
$9.47K ﹤0.01%
250
-159
2348
$9.43K ﹤0.01%
+347
2349
$9.4K ﹤0.01%
95
+56
2350
$9.39K ﹤0.01%
462
92 93
94
95 96