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
2451
$7.21K ﹤0.01%
500
2452
$7.18K ﹤0.01%
243
2453
$7.13K ﹤0.01%
1,390
+390
2454
$7.1K ﹤0.01%
+150
2455
$7.08K ﹤0.01%
126
-1
2456
$6.99K ﹤0.01%
2,292
-782
2457
$6.96K ﹤0.01%
556
2458
$6.93K ﹤0.01%
164
-77
2459
$6.92K ﹤0.01%
383
+280
2460
$6.92K ﹤0.01%
520
+403
2461
$6.91K ﹤0.01%
166
+60
2462
$6.89K ﹤0.01%
419
+97
2463
$6.83K ﹤0.01%
51
+47
2464
$6.81K ﹤0.01%
90
2465
$6.77K ﹤0.01%
262
-25
2466
$6.74K ﹤0.01%
202
+172
2467
$6.72K ﹤0.01%
136
2468
$6.71K ﹤0.01%
+166
2469
$6.71K ﹤0.01%
90
+40
2470
$6.7K ﹤0.01%
+200
2471
$6.69K ﹤0.01%
93
+55
2472
$6.68K ﹤0.01%
127
-46
2473
$6.68K ﹤0.01%
300
+75
2474
$6.66K ﹤0.01%
+497
2475
$6.64K ﹤0.01%
34
+1
97 98
99
100 101