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
2326
$1K ﹤0.01%
37
+21
2327
$1K ﹤0.01%
75
2328
$1K ﹤0.01%
9
2329
$1K ﹤0.01%
200
-4
2330
$1K ﹤0.01%
117
2331
$1K ﹤0.01%
12
-9
2332
$1K ﹤0.01%
152
2333
$1K ﹤0.01%
+32
2334
$1K ﹤0.01%
10
2335
$1K ﹤0.01%
314
+20
2336
$1K ﹤0.01%
17
+5
2337
$1K ﹤0.01%
175
2338
$1K ﹤0.01%
30
2339
$1K ﹤0.01%
+47
2340
$1K ﹤0.01%
100
2341
$1K ﹤0.01%
61
+7
2342
$1K ﹤0.01%
+29
2343
$1K ﹤0.01%
9
2344
$1K ﹤0.01%
50
2345
$1K ﹤0.01%
4
+1
2346
$1K ﹤0.01%
35
-7
2347
$1K ﹤0.01%
+18
2348
$1K ﹤0.01%
15
+2
2349
$1K ﹤0.01%
64
+15
2350
$1K ﹤0.01%
28
92 93
94
95 96