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
2401
$8.28K ﹤0.01%
83
-283
2402
$8.21K ﹤0.01%
+242
2403
$8.2K ﹤0.01%
664
-298
2404
$8.11K ﹤0.01%
122
2405
$8.04K ﹤0.01%
556
+506
2406
$8.03K ﹤0.01%
211
+1
2407
$7.99K ﹤0.01%
27
+7
2408
$7.97K ﹤0.01%
240
+2
2409
$7.97K ﹤0.01%
173
2410
$7.95K ﹤0.01%
666
2411
$7.95K ﹤0.01%
+500
2412
$7.94K ﹤0.01%
160
2413
$7.93K ﹤0.01%
132
+18
2414
$7.93K ﹤0.01%
122
-16
2415
$7.91K ﹤0.01%
+148
2416
$7.9K ﹤0.01%
220
+17
2417
$7.87K ﹤0.01%
409
-6
2418
$7.85K ﹤0.01%
690
2419
$7.83K ﹤0.01%
572
+8
2420
$7.8K ﹤0.01%
+3,000
2421
$7.8K ﹤0.01%
207
2422
$7.76K ﹤0.01%
196
+3
2423
$7.75K ﹤0.01%
79
+74
2424
$7.71K ﹤0.01%
269
-45
2425
$7.7K ﹤0.01%
905
95 96
97
98 99