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
2026
$3K ﹤0.01%
774
2027
$3K ﹤0.01%
43
+15
2028
$3K ﹤0.01%
39
-69
2029
$3K ﹤0.01%
220
+88
2030
$3K ﹤0.01%
47
+14
2031
$3K ﹤0.01%
113
+45
2032
$3K ﹤0.01%
101
2033
$3K ﹤0.01%
40
-7
2034
$3K ﹤0.01%
27
2035
$3K ﹤0.01%
50
2036
$3K ﹤0.01%
54
2037
$3K ﹤0.01%
44
+26
2038
$3K ﹤0.01%
61
-1
2039
$3K ﹤0.01%
18
-18
2040
$3K ﹤0.01%
610
2041
$3K ﹤0.01%
214
+198
2042
$3K ﹤0.01%
337
+257
2043
$3K ﹤0.01%
100
2044
$3K ﹤0.01%
24
+19
2045
$3K ﹤0.01%
64
2046
$3K ﹤0.01%
1,491
-586
2047
$3K ﹤0.01%
153
2048
$3K ﹤0.01%
63
2049
$3K ﹤0.01%
258
+1
2050
$3K ﹤0.01%
41
+5
80 81
82
83 84