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
2351
$1K ﹤0.01%
16
+8
2352
$1K ﹤0.01%
69
+13
2353
$1K ﹤0.01%
30
2354
$1K ﹤0.01%
5
+2
2355
$1K ﹤0.01%
27
+10
2356
$1K ﹤0.01%
+8
2357
$1K ﹤0.01%
+50
2358
$1K ﹤0.01%
55
2359
$1K ﹤0.01%
77
2360
$1K ﹤0.01%
72
2361
$1K ﹤0.01%
117
+4
2362
$1K ﹤0.01%
59
-40
2363
$1K ﹤0.01%
6
-8
2364
$1K ﹤0.01%
45
2365
$1K ﹤0.01%
97
2366
$1K ﹤0.01%
112
+1
2367
$1K ﹤0.01%
113
2368
$1K ﹤0.01%
37
+21
2369
$1K ﹤0.01%
75
2370
$1K ﹤0.01%
9
2371
$1K ﹤0.01%
200
-4
2372
$1K ﹤0.01%
117
2373
$1K ﹤0.01%
12
-9
2374
$1K ﹤0.01%
152
2375
$1K ﹤0.01%
+60
93 94
95
96 97