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
2426
$1K ﹤0.01%
800
2427
$1K ﹤0.01%
22
2428
$1K ﹤0.01%
+35
2429
$1K ﹤0.01%
54
-3
2430
$1K ﹤0.01%
31
+14
2431
$1K ﹤0.01%
32
+16
2432
$1K ﹤0.01%
1,290
2433
$1K ﹤0.01%
45
-1
2434
$1K ﹤0.01%
433
2435
$1K ﹤0.01%
40
2436
$1K ﹤0.01%
3
2437
$1K ﹤0.01%
13
+5
2438
$1K ﹤0.01%
68
2439
$1K ﹤0.01%
13
+2
2440
$1K ﹤0.01%
6
+3
2441
$1K ﹤0.01%
+35
2442
$1K ﹤0.01%
8
+5
2443
$1K ﹤0.01%
42
2444
$1K ﹤0.01%
15
-30
2445
$1K ﹤0.01%
+41
2446
$1K ﹤0.01%
19
+1
2447
$1K ﹤0.01%
78
2448
$1K ﹤0.01%
7
2449
$1K ﹤0.01%
34
+15
2450
$1K ﹤0.01%
17
96 97
98
99 100