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
2501
$1K ﹤0.01%
+55
2502
$1K ﹤0.01%
+77
2503
$1K ﹤0.01%
+17
2504
$1K ﹤0.01%
+200
2505
$1K ﹤0.01%
+75
2506
$1K ﹤0.01%
+5
2507
$1K ﹤0.01%
+24
2508
$1K ﹤0.01%
21
-79
2509
$1K ﹤0.01%
+84
2510
$1K ﹤0.01%
+9
2511
$1K ﹤0.01%
+56
2512
$1K ﹤0.01%
+12
2513
$1K ﹤0.01%
+12
2514
$1K ﹤0.01%
+10
2515
$1K ﹤0.01%
+44
2516
$1K ﹤0.01%
+18
2517
$1K ﹤0.01%
+48
2518
$1K ﹤0.01%
+56
2519
$1K ﹤0.01%
+31
2520
$1K ﹤0.01%
+367
2521
$1K ﹤0.01%
+152
2522
$1K ﹤0.01%
50
2523
$1K ﹤0.01%
+17
2524
$1K ﹤0.01%
+24
2525
$1K ﹤0.01%
+184
99 100
101
102 103