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
2426
$7.68K ﹤0.01%
521
2427
$7.68K ﹤0.01%
192
+145
2428
$7.68K ﹤0.01%
288
2429
$7.65K ﹤0.01%
341
+312
2430
$7.65K ﹤0.01%
161
2431
$7.61K ﹤0.01%
+170
2432
$7.57K ﹤0.01%
52
+38
2433
$7.56K ﹤0.01%
261
-100
2434
$7.55K ﹤0.01%
54
+3
2435
$7.55K ﹤0.01%
+393
2436
$7.54K ﹤0.01%
81
+55
2437
$7.52K ﹤0.01%
336
+107
2438
$7.49K ﹤0.01%
398
+98
2439
$7.48K ﹤0.01%
+144
2440
$7.47K ﹤0.01%
105
2441
$7.45K ﹤0.01%
94
+1
2442
$7.36K ﹤0.01%
162
2443
$7.34K ﹤0.01%
275
2444
$7.32K ﹤0.01%
319
+56
2445
$7.31K ﹤0.01%
178
2446
$7.27K ﹤0.01%
230
2447
$7.26K ﹤0.01%
113
+5
2448
$7.25K ﹤0.01%
237
2449
$7.25K ﹤0.01%
83
-14
2450
$7.22K ﹤0.01%
8,500
96 97
98
99 100