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
$1.25B
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,970
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.03M
3
+$1.84M
4
AAPL icon
Apple
AAPL
+$1.79M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.67M

Top Sells

1
+$2.16M
2
+$1.59M
3
+$1.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$1.12M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.07M

Sector Composition

1 Financials 10.43%
2 Technology 8.36%
3 Healthcare 4.45%
4 Consumer Discretionary 3.04%
5 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
27
2477
$1K ﹤0.01%
253
2478
$1K ﹤0.01%
13
2479
$1K ﹤0.01%
33
2480
$1K ﹤0.01%
259
+137
2481
$1K ﹤0.01%
5
+4
2482
$1K ﹤0.01%
6
-229
2483
$1K ﹤0.01%
8
2484
$1K ﹤0.01%
+32
2485
$1K ﹤0.01%
38
+21
2486
$1K ﹤0.01%
18
+8
2487
$1K ﹤0.01%
10
+5
2488
$1K ﹤0.01%
+17
2489
$1K ﹤0.01%
5
2490
$1K ﹤0.01%
150
2491
$1K ﹤0.01%
35
2492
$1K ﹤0.01%
+26
2493
$1K ﹤0.01%
14
2494
$1K ﹤0.01%
+21
2495
$1K ﹤0.01%
7
2496
$1K ﹤0.01%
5
2497
$1K ﹤0.01%
+18
2498
$1K ﹤0.01%
17
+14
2499
$1K ﹤0.01%
12
2500
$1K ﹤0.01%
12
-201
98 99
100
101 102