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
1401
$18K ﹤0.01%
397
+3
1402
$17K ﹤0.01%
268
1403
$17K ﹤0.01%
1,674
1404
$17K ﹤0.01%
+500
1405
$17K ﹤0.01%
149
+2
1406
$17K ﹤0.01%
129
+4
1407
$17K ﹤0.01%
177
1408
$17K ﹤0.01%
750
1409
$17K ﹤0.01%
831
-28
1410
$17K ﹤0.01%
508
-12
1411
$17K ﹤0.01%
367
+22
1412
$17K ﹤0.01%
453
1413
$17K ﹤0.01%
1,358
+733
1414
$17K ﹤0.01%
590
1415
$17K ﹤0.01%
+300
1416
$17K ﹤0.01%
260
-176
1417
$17K ﹤0.01%
230
-1
1418
$17K ﹤0.01%
560
1419
$17K ﹤0.01%
703
1420
$17K ﹤0.01%
310
1421
$17K ﹤0.01%
1,156
-77
1422
$17K ﹤0.01%
614
1423
$17K ﹤0.01%
540
+210
1424
$17K ﹤0.01%
297
+1
1425
$17K ﹤0.01%
286
+1
55 56
57
58 59