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
2526
$1K ﹤0.01%
+56
2527
$1K ﹤0.01%
+175
2528
$1K ﹤0.01%
+30
2529
$1K ﹤0.01%
+24
2530
$1K ﹤0.01%
+44
2531
$1K ﹤0.01%
+42
2532
$1K ﹤0.01%
+18
2533
$1K ﹤0.01%
+47
2534
$1K ﹤0.01%
+6
2535
$1K ﹤0.01%
+100
2536
$1K ﹤0.01%
+300
2537
$1K ﹤0.01%
+43
2538
$1K ﹤0.01%
+200
2539
$1K ﹤0.01%
+14
2540
$1K ﹤0.01%
+16
2541
$1K ﹤0.01%
+50
2542
$1K ﹤0.01%
+54
2543
$1K ﹤0.01%
+10
2544
$1K ﹤0.01%
+294
2545
$1K ﹤0.01%
+160
2546
$1K ﹤0.01%
+23
2547
$1K ﹤0.01%
+34
2548
$1K ﹤0.01%
+33
2549
$1K ﹤0.01%
+42
2550
$1K ﹤0.01%
+100
100 101
102
103 104