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
1351
$20K ﹤0.01%
1,176
1352
$20K ﹤0.01%
170
1353
$20K ﹤0.01%
572
1354
$20K ﹤0.01%
179
+6
1355
$20K ﹤0.01%
222
1356
$20K ﹤0.01%
995
1357
$19K ﹤0.01%
557
-100
1358
$19K ﹤0.01%
536
-34
1359
$19K ﹤0.01%
432
1360
$19K ﹤0.01%
515
-72
1361
$19K ﹤0.01%
1,305
+950
1362
$19K ﹤0.01%
618
+17
1363
$19K ﹤0.01%
366
-1,368
1364
$19K ﹤0.01%
232
+209
1365
$19K ﹤0.01%
748
1366
$19K ﹤0.01%
69
+13
1367
$19K ﹤0.01%
870
1368
$19K ﹤0.01%
230
1369
$19K ﹤0.01%
2,286
+61
1370
$19K ﹤0.01%
832
+18
1371
$19K ﹤0.01%
321
+1
1372
$19K ﹤0.01%
344
+6
1373
$19K ﹤0.01%
727
1374
$19K ﹤0.01%
551
1375
$19K ﹤0.01%
202
+20
53 54
55
56 57