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
$1.98B
AUM Growth
-$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,382
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$3.03M
3
+$2.87M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.65M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$2.36M

Top Sells

1
+$7.82M
2
+$5.5M
3
+$4.12M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.51M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$3.43M

Sector Composition

1 Financials 9.43%
2 Technology 9.03%
3 Healthcare 4.33%
4 Consumer Discretionary 3.07%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$8.25K ﹤0.01%
41
2027
$8.22K ﹤0.01%
132
+12
2028
$8.2K ﹤0.01%
312
2029
$8.17K ﹤0.01%
137
2030
$8.16K ﹤0.01%
192
-1,707
2031
$8.14K ﹤0.01%
1,000
-1,000
2032
$8.13K ﹤0.01%
266
2033
$8.1K ﹤0.01%
156
+1
2034
$8.1K ﹤0.01%
111
+15
2035
$8.04K ﹤0.01%
50
2036
$7.98K ﹤0.01%
581
+19
2037
$7.97K ﹤0.01%
645
+205
2038
$7.96K ﹤0.01%
60
+1
2039
$7.95K ﹤0.01%
198
2040
$7.93K ﹤0.01%
62
+60
2041
$7.91K ﹤0.01%
151
-176
2042
$7.91K ﹤0.01%
186
2043
$7.88K ﹤0.01%
455
2044
$7.87K ﹤0.01%
150
-681
2045
$7.8K ﹤0.01%
202
-65
2046
$7.78K ﹤0.01%
246
2047
$7.77K ﹤0.01%
114
2048
$7.77K ﹤0.01%
651
2049
$7.76K ﹤0.01%
50
+1
2050
$7.72K ﹤0.01%
106
+2
80 81
82
83 84