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 10.42%
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%
+46
2327
$1K ﹤0.01%
+14
2328
$1K ﹤0.01%
56
2329
$1K ﹤0.01%
+72
2330
$1K ﹤0.01%
35
2331
$1K ﹤0.01%
19
+15
2332
$1K ﹤0.01%
33
-34
2333
$1K ﹤0.01%
19
+7
2334
$1K ﹤0.01%
58
-673
2335
$1K ﹤0.01%
18
+4
2336
$1K ﹤0.01%
119
2337
$1K ﹤0.01%
23
2338
$1K ﹤0.01%
20
2339
$1K ﹤0.01%
2
2340
$1K ﹤0.01%
21
+7
2341
$1K ﹤0.01%
90
2342
$1K ﹤0.01%
24
+14
2343
$1K ﹤0.01%
7
2344
$1K ﹤0.01%
11
2345
$1K ﹤0.01%
62
-23
2346
$1K ﹤0.01%
8
2347
$1K ﹤0.01%
+19
2348
$1K ﹤0.01%
11
2349
$1K ﹤0.01%
47
2350
$1K ﹤0.01%
21
-19
92 93
94
95 96