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
1876
$5K ﹤0.01%
54
1877
$5K ﹤0.01%
280
1878
$5K ﹤0.01%
99
+25
1879
$5K ﹤0.01%
36
1880
$5K ﹤0.01%
89
-22
1881
$5K ﹤0.01%
326
+63
1882
$5K ﹤0.01%
60
+3
1883
$5K ﹤0.01%
61
+10
1884
$5K ﹤0.01%
275
-101
1885
$5K ﹤0.01%
243
-200
1886
$5K ﹤0.01%
114
+12
1887
$5K ﹤0.01%
50
+15
1888
$5K ﹤0.01%
568
+128
1889
$5K ﹤0.01%
97
+54
1890
$5K ﹤0.01%
114
-41
1891
$5K ﹤0.01%
65
-5
1892
$5K ﹤0.01%
117
+22
1893
$5K ﹤0.01%
200
1894
$5K ﹤0.01%
160
+9
1895
$5K ﹤0.01%
79
1896
$5K ﹤0.01%
82
+42
1897
$5K ﹤0.01%
95
-25
1898
$5K ﹤0.01%
159
1899
$5K ﹤0.01%
149
-38
1900
$5K ﹤0.01%
3,275
74 75
76
77 78