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
1976
$4K ﹤0.01%
666
1977
$4K ﹤0.01%
108
1978
$4K ﹤0.01%
1,304
+1,204
1979
$4K ﹤0.01%
52
1980
$4K ﹤0.01%
196
+39
1981
$4K ﹤0.01%
72
+35
1982
$4K ﹤0.01%
204
+66
1983
$4K ﹤0.01%
165
1984
$4K ﹤0.01%
54
+12
1985
$4K ﹤0.01%
680
1986
$4K ﹤0.01%
67
+27
1987
$4K ﹤0.01%
149
1988
$4K ﹤0.01%
129
+46
1989
$4K ﹤0.01%
61
-9
1990
$4K ﹤0.01%
98
+13
1991
$4K ﹤0.01%
+52
1992
$4K ﹤0.01%
122
1993
$4K ﹤0.01%
129
+15
1994
$4K ﹤0.01%
212
1995
$4K ﹤0.01%
38
1996
$4K ﹤0.01%
110
+5
1997
$4K ﹤0.01%
105
1998
$4K ﹤0.01%
197
-4
1999
$4K ﹤0.01%
296
+176
2000
$4K ﹤0.01%
60
+4
78 79
80
81 82