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
876
$69K 0.01%
1,197
+149
877
$69K 0.01%
359
+3
878
$68K 0.01%
3,287
-403
879
$68K 0.01%
810
+20
880
$68K 0.01%
1,641
+108
881
$68K 0.01%
931
+60
882
$68K 0.01%
5,151
+2,235
883
$68K 0.01%
1,472
+50
884
$68K 0.01%
10,152
885
$67K 0.01%
52
-1
886
$67K 0.01%
1,183
+278
887
$67K 0.01%
3,777
-65
888
$67K 0.01%
919
-41
889
$67K 0.01%
704
-520
890
$67K 0.01%
5,916
+38
891
$66K 0.01%
199
-14
892
$66K 0.01%
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893
$65K 0.01%
1,554
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894
$65K 0.01%
9,752
895
$65K 0.01%
4,557
+111
896
$65K 0.01%
1,084
-65
897
$65K 0.01%
6,524
898
$64K 0.01%
1,667
-225
899
$64K 0.01%
381
-2
900
$64K 0.01%
+1,310
34 35
36
37 38