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
2376
$8.64K ﹤0.01%
946
-157
2377
$8.63K ﹤0.01%
744
2378
$8.61K ﹤0.01%
73
+8
2379
$8.59K ﹤0.01%
74
-35
2380
$8.58K ﹤0.01%
1,651
+47
2381
$8.56K ﹤0.01%
100
2382
$8.55K ﹤0.01%
645
2383
$8.55K ﹤0.01%
83
-29
2384
$8.53K ﹤0.01%
101
-120
2385
$8.5K ﹤0.01%
92
+20
2386
$8.49K ﹤0.01%
82
+36
2387
$8.49K ﹤0.01%
138
-1
2388
$8.49K ﹤0.01%
+150
2389
$8.48K ﹤0.01%
+265
2390
$8.48K ﹤0.01%
+1,015
2391
$8.46K ﹤0.01%
79
+48
2392
$8.46K ﹤0.01%
+146
2393
$8.45K ﹤0.01%
104
2394
$8.44K ﹤0.01%
+221
2395
$8.44K ﹤0.01%
+115
2396
$8.32K ﹤0.01%
1,007
+25
2397
$8.32K ﹤0.01%
651
2398
$8.31K ﹤0.01%
349
+2
2399
$8.31K ﹤0.01%
34
-32
2400
$8.3K ﹤0.01%
79
+31
94 95
96
97 98