GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,852
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$37.5M
3
+$30.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$24.4M

Top Sells

1
+$2.42M
2
+$364K
3
+$161K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$92.3K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49.8K

Sector Composition

1 Financials 10.28%
2 Technology 8.21%
3 Healthcare 4.34%
4 Consumer Discretionary 3.03%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1K ﹤0.01%
+3
2477
$1K ﹤0.01%
+59
2478
$1K ﹤0.01%
+9
2479
$1K ﹤0.01%
+36
2480
$1K ﹤0.01%
+16
2481
$1K ﹤0.01%
+28
2482
$1K ﹤0.01%
+7
2483
$1K ﹤0.01%
+5
2484
$1K ﹤0.01%
+38
2485
$1K ﹤0.01%
+12
2486
$1K ﹤0.01%
+33
2487
$1K ﹤0.01%
+28
2488
$1K ﹤0.01%
+158
2489
$1K ﹤0.01%
+29
2490
$1K ﹤0.01%
+22
2491
$1K ﹤0.01%
+27
2492
$1K ﹤0.01%
+22
2493
$1K ﹤0.01%
+42
2494
$1K ﹤0.01%
+15
2495
$1K ﹤0.01%
+168
2496
$1K ﹤0.01%
+80
2497
$1K ﹤0.01%
+75
2498
$1K ﹤0.01%
+38
2499
$1K ﹤0.01%
+11
2500
$1K ﹤0.01%
+34
98 99
100
101 102