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
2526
$1K ﹤0.01%
81
-20
2527
$1K ﹤0.01%
33
2528
$1K ﹤0.01%
227
2529
$1K ﹤0.01%
19
2530
$1K ﹤0.01%
27
+21
2531
$1K ﹤0.01%
20
2532
$1K ﹤0.01%
13
-15
2533
$1K ﹤0.01%
84
+40
2534
$1K ﹤0.01%
6
2535
$1K ﹤0.01%
+10
2536
$1K ﹤0.01%
+12
2537
$1K ﹤0.01%
100
2538
$1K ﹤0.01%
20
2539
$1K ﹤0.01%
200
2540
$1K ﹤0.01%
11
2541
$1K ﹤0.01%
12
2542
$1K ﹤0.01%
1
2543
$1K ﹤0.01%
15
2544
$1K ﹤0.01%
12
+1
2545
$1K ﹤0.01%
112
-227
2546
$1K ﹤0.01%
99
2547
$1K ﹤0.01%
24
-1
2548
$1K ﹤0.01%
14
-6
2549
$1K ﹤0.01%
53
+19
2550
$1K ﹤0.01%
14
100 101
102
103 104