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
1851
$5K ﹤0.01%
69
1852
$5K ﹤0.01%
229
1853
$5K ﹤0.01%
111
+2
1854
$5K ﹤0.01%
58
1855
$5K ﹤0.01%
350
1856
$5K ﹤0.01%
59
-10
1857
$5K ﹤0.01%
152
1858
$5K ﹤0.01%
300
1859
$5K ﹤0.01%
220
1860
$5K ﹤0.01%
542
1861
$5K ﹤0.01%
581
+52
1862
$5K ﹤0.01%
489
-70
1863
$5K ﹤0.01%
19
+9
1864
$5K ﹤0.01%
70
1865
$5K ﹤0.01%
196
-129
1866
$5K ﹤0.01%
+562
1867
$5K ﹤0.01%
129
1868
$5K ﹤0.01%
285
+15
1869
$5K ﹤0.01%
178
-35
1870
$5K ﹤0.01%
122
-51
1871
$5K ﹤0.01%
1,522
+163
1872
$5K ﹤0.01%
290
1873
$5K ﹤0.01%
112
+6
1874
$5K ﹤0.01%
100
-28
1875
$5K ﹤0.01%
115
+66
73 74
75
76 77