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
2576
$1K ﹤0.01%
24
2577
$1K ﹤0.01%
160
2578
$1K ﹤0.01%
+18
2579
$1K ﹤0.01%
31
-2
2580
$1K ﹤0.01%
28
2581
$1K ﹤0.01%
2
-6
2582
$1K ﹤0.01%
289
+131
2583
$1K ﹤0.01%
80
2584
$1K ﹤0.01%
25
2585
$1K ﹤0.01%
24
2586
$1K ﹤0.01%
15
2587
$1K ﹤0.01%
90
2588
$1K ﹤0.01%
28
2589
$1K ﹤0.01%
38
2590
$1K ﹤0.01%
42
+6
2591
$1K ﹤0.01%
117
2592
$1K ﹤0.01%
256
+183
2593
$1K ﹤0.01%
+20
2594
$1K ﹤0.01%
+5
2595
$1K ﹤0.01%
67
+8
2596
$1K ﹤0.01%
16
-2
2597
$1K ﹤0.01%
16
-8
2598
$1K ﹤0.01%
68
+24
2599
$1K ﹤0.01%
36
+1
2600
$1K ﹤0.01%
18
-59
102 103
104
105 106