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
2351
$9.34K ﹤0.01%
3,511
2352
$9.32K ﹤0.01%
280
2353
$9.3K ﹤0.01%
334
+234
2354
$9.27K ﹤0.01%
326
-29
2355
$9.18K ﹤0.01%
1,436
+79
2356
$9.16K ﹤0.01%
172
+85
2357
$9.15K ﹤0.01%
134
-103
2358
$9.12K ﹤0.01%
116
+89
2359
$9.08K ﹤0.01%
68
-10
2360
$8.98K ﹤0.01%
53
+32
2361
$8.96K ﹤0.01%
248
+151
2362
$8.93K ﹤0.01%
135
2363
$8.9K ﹤0.01%
222
+3
2364
$8.9K ﹤0.01%
178
2365
$8.82K ﹤0.01%
+158
2366
$8.82K ﹤0.01%
+627
2367
$8.79K ﹤0.01%
93
2368
$8.79K ﹤0.01%
2,170
+1,170
2369
$8.75K ﹤0.01%
463
+4
2370
$8.74K ﹤0.01%
434
+1
2371
$8.74K ﹤0.01%
75
-3
2372
$8.71K ﹤0.01%
232
2373
$8.68K ﹤0.01%
393
2374
$8.66K ﹤0.01%
181
+89
2375
$8.64K ﹤0.01%
247
93 94
95
96 97