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
2501
$1K ﹤0.01%
+55
2502
$1K ﹤0.01%
+9
2503
$1K ﹤0.01%
+57
2504
$1K ﹤0.01%
225
2505
$1K ﹤0.01%
+29
2506
$1K ﹤0.01%
+50
2507
$1K ﹤0.01%
+35
2508
$1K ﹤0.01%
+10
2509
$1K ﹤0.01%
+37
2510
$1K ﹤0.01%
+85
2511
$1K ﹤0.01%
125
2512
$1K ﹤0.01%
+8
2513
$1K ﹤0.01%
+14
2514
$1K ﹤0.01%
+33
2515
$1K ﹤0.01%
+14
2516
$1K ﹤0.01%
+5
2517
$1K ﹤0.01%
+97
2518
$1K ﹤0.01%
+49
2519
$1K ﹤0.01%
+9
2520
$1K ﹤0.01%
+5
2521
$1K ﹤0.01%
+13
2522
$1K ﹤0.01%
+10
2523
$1K ﹤0.01%
+76
2524
$1K ﹤0.01%
+193
2525
$1K ﹤0.01%
+200
99 100
101
102 103