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
1676
$9K ﹤0.01%
71
+4
1677
$9K ﹤0.01%
378
+207
1678
$9K ﹤0.01%
545
1679
$9K ﹤0.01%
238
-42
1680
$9K ﹤0.01%
284
+52
1681
$9K ﹤0.01%
481
1682
$9K ﹤0.01%
67
+14
1683
$9K ﹤0.01%
934
1684
$9K ﹤0.01%
102
1685
$9K ﹤0.01%
342
-361
1686
$9K ﹤0.01%
3,000
1687
$9K ﹤0.01%
191
+6
1688
$9K ﹤0.01%
+47
1689
$9K ﹤0.01%
691
1690
$9K ﹤0.01%
189
1691
$9K ﹤0.01%
60
-8
1692
$9K ﹤0.01%
203
1693
$9K ﹤0.01%
466
-250
1694
$9K ﹤0.01%
315
1695
$9K ﹤0.01%
876
+7
1696
$9K ﹤0.01%
189
+4
1697
$9K ﹤0.01%
186
1698
$9K ﹤0.01%
236
+1
1699
$9K ﹤0.01%
248
1700
$9K ﹤0.01%
130
66 67
68
69 70