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
2376
$1K ﹤0.01%
50
2377
$1K ﹤0.01%
800
2378
$1K ﹤0.01%
15
2379
$1K ﹤0.01%
141
2380
$1K ﹤0.01%
128
2381
$1K ﹤0.01%
500
2382
$1K ﹤0.01%
1,060
2383
$1K ﹤0.01%
22
2384
$1K ﹤0.01%
+35
2385
$1K ﹤0.01%
54
-3
2386
$1K ﹤0.01%
31
+14
2387
$1K ﹤0.01%
32
+16
2388
$1K ﹤0.01%
1,290
2389
$1K ﹤0.01%
45
-1
2390
$1K ﹤0.01%
433
2391
$1K ﹤0.01%
40
2392
$1K ﹤0.01%
3
2393
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2394
$1K ﹤0.01%
2
-6
2395
$1K ﹤0.01%
289
+131
2396
$1K ﹤0.01%
+7
2397
$1K ﹤0.01%
29
2398
$1K ﹤0.01%
38
+16
2399
$1K ﹤0.01%
98
2400
$1K ﹤0.01%
23
94 95
96
97 98