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
1826
$6K ﹤0.01%
164
1827
$6K ﹤0.01%
36
1828
$6K ﹤0.01%
210
-2
1829
$6K ﹤0.01%
121
1830
$6K ﹤0.01%
435
1831
$6K ﹤0.01%
476
1832
$6K ﹤0.01%
333
1833
$6K ﹤0.01%
179
1834
$6K ﹤0.01%
57
+49
1835
$6K ﹤0.01%
67
-46
1836
$6K ﹤0.01%
50
1837
$6K ﹤0.01%
197
-42
1838
$6K ﹤0.01%
202
1839
$6K ﹤0.01%
588
-6
1840
$6K ﹤0.01%
200
1841
$6K ﹤0.01%
970
1842
$6K ﹤0.01%
+200
1843
$6K ﹤0.01%
249
-7
1844
$6K ﹤0.01%
78
1845
$6K ﹤0.01%
122
1846
$6K ﹤0.01%
460
1847
$6K ﹤0.01%
98
1848
$6K ﹤0.01%
81
+2
1849
$6K ﹤0.01%
522
-652
1850
$5K ﹤0.01%
64
+8
72 73
74
75 76