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
1951
$4K ﹤0.01%
97
+3
1952
$4K ﹤0.01%
78
1953
$4K ﹤0.01%
80
1954
$4K ﹤0.01%
148
-5
1955
$4K ﹤0.01%
62
+5
1956
$4K ﹤0.01%
150
1957
$4K ﹤0.01%
405
+50
1958
$4K ﹤0.01%
149
-81
1959
$4K ﹤0.01%
229
-42
1960
$4K ﹤0.01%
25
1961
$4K ﹤0.01%
118
1962
$4K ﹤0.01%
59
+16
1963
$4K ﹤0.01%
114
1964
$4K ﹤0.01%
235
+16
1965
$4K ﹤0.01%
130
+76
1966
$4K ﹤0.01%
221
1967
$4K ﹤0.01%
177
1968
$4K ﹤0.01%
27
1969
$4K ﹤0.01%
1,200
1970
$4K ﹤0.01%
69
+19
1971
$4K ﹤0.01%
500
1972
$4K ﹤0.01%
700
1973
$4K ﹤0.01%
63
1974
$4K ﹤0.01%
66
1975
$4K ﹤0.01%
19
-1
77 78
79
80 81