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
1651
$10K ﹤0.01%
481
-247
1652
$10K ﹤0.01%
124
-10
1653
$10K ﹤0.01%
185
1654
$10K ﹤0.01%
247
1655
$10K ﹤0.01%
233
+7
1656
$10K ﹤0.01%
301
+127
1657
$10K ﹤0.01%
200
1658
$10K ﹤0.01%
174
1659
$10K ﹤0.01%
203
+41
1660
$9K ﹤0.01%
104
-9
1661
$9K ﹤0.01%
797
+493
1662
$9K ﹤0.01%
88
1663
$9K ﹤0.01%
188
+11
1664
$9K ﹤0.01%
61
+11
1665
$9K ﹤0.01%
122
1666
$9K ﹤0.01%
408
1667
$9K ﹤0.01%
358
+83
1668
$9K ﹤0.01%
408
1669
$9K ﹤0.01%
231
+17
1670
$9K ﹤0.01%
244
+8
1671
$9K ﹤0.01%
111
1672
$9K ﹤0.01%
116
+100
1673
$9K ﹤0.01%
38
+1
1674
$9K ﹤0.01%
132
1675
$9K ﹤0.01%
100
65 66
67
68 69