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
2901
$0 ﹤0.01%
15
2902
$0 ﹤0.01%
3
2903
– –
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2904
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2905
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2906
$0 ﹤0.01%
9
2907
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2908
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-2,140
2909
$0 ﹤0.01%
4
2910
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16
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2911
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2912
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30
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2913
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8
2914
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5
2915
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2916
– –
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2917
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2918
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+5
2919
$0 ﹤0.01%
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2920
$0 ﹤0.01%
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2921
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-1,237
2922
$0 ﹤0.01%
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2923
– –
-8
2924
$0 ﹤0.01%
200
2925
$0 ﹤0.01%
7
-10
115 116
117
118 119