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
$1.27B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,852
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$31.3M
3
+$30.8M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$26.2M
5
MSFT icon
Microsoft
MSFT
+$21.1M

Top Sells

1
+$2.59M
2
+$334K
3
+$143K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$89.2K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49K

Sector Composition

1 Financials 10.27%
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%
+40
2477
$1K ﹤0.01%
40
2478
$1K ﹤0.01%
17
-5
2479
$1K ﹤0.01%
+44
2480
$1K ﹤0.01%
+19
2481
$1K ﹤0.01%
+47
2482
$1K ﹤0.01%
+19
2483
$1K ﹤0.01%
+37
2484
$1K ﹤0.01%
+75
2485
$1K ﹤0.01%
+38
2486
$1K ﹤0.01%
+11
2487
$1K ﹤0.01%
+34
2488
$1K ﹤0.01%
+5
2489
$1K ﹤0.01%
+30
2490
$1K ﹤0.01%
+13
2491
$1K ﹤0.01%
+294
2492
$1K ﹤0.01%
+200
2493
$1K ﹤0.01%
+117
2494
$1K ﹤0.01%
+56
2495
$1K ﹤0.01%
+29
2496
$1K ﹤0.01%
+30
2497
$1K ﹤0.01%
+38
2498
$1K ﹤0.01%
+12
2499
$1K ﹤0.01%
+17
2500
$1K ﹤0.01%
+62
98 99
100
101 102