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 10.42%
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%
125
2477
$1K ﹤0.01%
8
2478
$1K ﹤0.01%
14
2479
$1K ﹤0.01%
84
2480
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14
+5
2481
$1K ﹤0.01%
56
2482
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33
2483
$1K ﹤0.01%
+32
2484
$1K ﹤0.01%
5
+3
2485
$1K ﹤0.01%
50
2486
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280
+2
2487
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16
2488
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38
+21
2489
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18
+8
2490
$1K ﹤0.01%
10
+5
2491
$1K ﹤0.01%
+17
2492
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5
2493
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150
2494
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35
2495
$1K ﹤0.01%
+26
2496
$1K ﹤0.01%
13
2497
$1K ﹤0.01%
26
-23
2498
$1K ﹤0.01%
17
2499
$1K ﹤0.01%
25
-94
2500
$1K ﹤0.01%
13
98 99
100
101 102