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
2351
$1K ﹤0.01%
24
2352
$1K ﹤0.01%
25
2353
$1K ﹤0.01%
+25
2354
$1K ﹤0.01%
55
+11
2355
$1K ﹤0.01%
10
2356
$1K ﹤0.01%
66
2357
$1K ﹤0.01%
+72
2358
$1K ﹤0.01%
35
2359
$1K ﹤0.01%
19
+15
2360
$1K ﹤0.01%
33
-34
2361
$1K ﹤0.01%
19
+7
2362
$1K ﹤0.01%
58
-673
2363
$1K ﹤0.01%
90
2364
$1K ﹤0.01%
24
+14
2365
$1K ﹤0.01%
7
2366
$1K ﹤0.01%
11
2367
$1K ﹤0.01%
+8
2368
$1K ﹤0.01%
77
2369
$1K ﹤0.01%
72
2370
$1K ﹤0.01%
117
+4
2371
$1K ﹤0.01%
59
-40
2372
$1K ﹤0.01%
6
-8
2373
$1K ﹤0.01%
+29
2374
$1K ﹤0.01%
32
2375
$1K ﹤0.01%
450
93 94
95
96 97