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
1451
$16K ﹤0.01%
230
1452
$16K ﹤0.01%
67
+30
1453
$16K ﹤0.01%
813
+35
1454
$16K ﹤0.01%
319
+1
1455
$16K ﹤0.01%
685
-71
1456
$16K ﹤0.01%
66
+5
1457
$16K ﹤0.01%
315
1458
$15K ﹤0.01%
99
+1
1459
$15K ﹤0.01%
+750
1460
$15K ﹤0.01%
130
+1
1461
$15K ﹤0.01%
419
-44
1462
$15K ﹤0.01%
750
1463
$15K ﹤0.01%
2,053
+58
1464
$15K ﹤0.01%
500
+8
1465
$15K ﹤0.01%
478
1466
$15K ﹤0.01%
279
+1
1467
$15K ﹤0.01%
879
+3
1468
$15K ﹤0.01%
569
1469
$15K ﹤0.01%
439
1470
$15K ﹤0.01%
4
1471
$15K ﹤0.01%
3,600
1472
$15K ﹤0.01%
445
1473
$15K ﹤0.01%
134
+6
1474
$15K ﹤0.01%
265
-250
1475
$14K ﹤0.01%
254
+46
57 58
59
60 61