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
2526
$1K ﹤0.01%
+18
2527
$1K ﹤0.01%
+14
2528
$1K ﹤0.01%
+295
2529
$1K ﹤0.01%
+101
2530
$1K ﹤0.01%
+33
2531
$1K ﹤0.01%
+227
2532
$1K ﹤0.01%
+36
2533
$1K ﹤0.01%
+8
2534
$1K ﹤0.01%
+68
2535
$1K ﹤0.01%
+11
2536
$1K ﹤0.01%
+3
2537
$1K ﹤0.01%
+42
2538
$1K ﹤0.01%
+18
2539
$1K ﹤0.01%
+78
2540
$1K ﹤0.01%
+30
2541
$1K ﹤0.01%
+7
2542
$1K ﹤0.01%
+20
2543
$1K ﹤0.01%
+6
2544
$1K ﹤0.01%
+100
2545
$1K ﹤0.01%
+20
2546
$1K ﹤0.01%
+17
2547
$1K ﹤0.01%
+8
2548
$1K ﹤0.01%
+12
2549
$1K ﹤0.01%
+300
2550
$1K ﹤0.01%
+43
100 101
102
103 104