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
2176
$2K ﹤0.01%
70
2177
$2K ﹤0.01%
29
2178
$2K ﹤0.01%
69
+40
2179
$2K ﹤0.01%
50
2180
$2K ﹤0.01%
40
2181
$2K ﹤0.01%
105
2182
$2K ﹤0.01%
+44
2183
$2K ﹤0.01%
141
+8
2184
$2K ﹤0.01%
31
2185
$2K ﹤0.01%
69
2186
$2K ﹤0.01%
118
2187
$2K ﹤0.01%
16
2188
$2K ﹤0.01%
1,000
2189
$2K ﹤0.01%
121
2190
$2K ﹤0.01%
36
2191
$2K ﹤0.01%
28
+14
2192
$2K ﹤0.01%
51
2193
$2K ﹤0.01%
98
+62
2194
$2K ﹤0.01%
38
-16
2195
$2K ﹤0.01%
+253
2196
$2K ﹤0.01%
72
2197
$2K ﹤0.01%
73
-1
2198
$2K ﹤0.01%
100
2199
$2K ﹤0.01%
68
+61
2200
$2K ﹤0.01%
123
86 87
88
89 90