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
2551
$1K ﹤0.01%
+11
2552
$1K ﹤0.01%
+12
2553
$1K ﹤0.01%
+1
2554
$1K ﹤0.01%
+15
2555
$1K ﹤0.01%
+11
2556
$1K ﹤0.01%
+16
2557
$1K ﹤0.01%
+99
2558
$1K ﹤0.01%
+25
2559
$1K ﹤0.01%
+20
2560
$1K ﹤0.01%
+34
2561
$1K ﹤0.01%
+14
2562
$1K ﹤0.01%
+16
2563
$1K ﹤0.01%
+50
2564
$1K ﹤0.01%
+8
2565
$1K ﹤0.01%
+16
2566
$1K ﹤0.01%
+18
2567
$1K ﹤0.01%
+113
2568
$1K ﹤0.01%
+50
2569
$1K ﹤0.01%
+8
2570
$1K ﹤0.01%
+33
2571
$1K ﹤0.01%
+80
2572
$1K ﹤0.01%
+52
2573
$1K ﹤0.01%
+61
2574
$1K ﹤0.01%
+21
2575
$1K ﹤0.01%
+40
101 102
103
104 105