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
2576
$1K ﹤0.01%
300
2577
$1K ﹤0.01%
8
-7
2578
$1K ﹤0.01%
29
-34
2579
$1K ﹤0.01%
26
+8
2580
$1K ﹤0.01%
147
-148
2581
$1K ﹤0.01%
81
-20
2582
$1K ﹤0.01%
33
2583
$1K ﹤0.01%
227
2584
$1K ﹤0.01%
13
+5
2585
$1K ﹤0.01%
13
+2
2586
$1K ﹤0.01%
6
+3
2587
$1K ﹤0.01%
+35
2588
$1K ﹤0.01%
8
+5
2589
$1K ﹤0.01%
42
2590
$1K ﹤0.01%
15
-30
2591
$1K ﹤0.01%
+41
2592
$1K ﹤0.01%
19
+1
2593
$1K ﹤0.01%
78
2594
$1K ﹤0.01%
7
2595
$1K ﹤0.01%
34
+15
2596
$1K ﹤0.01%
100
2597
$1K ﹤0.01%
20
2598
$1K ﹤0.01%
17
2599
$1K ﹤0.01%
+35
2600
$1K ﹤0.01%
8
102 103
104
105 106