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
2551
$1K ﹤0.01%
+80
2552
$1K ﹤0.01%
+25
2553
$1K ﹤0.01%
+82
2554
$1K ﹤0.01%
+38
2555
$1K ﹤0.01%
+30
2556
$1K ﹤0.01%
+84
2557
$1K ﹤0.01%
+10
2558
$1K ﹤0.01%
+13
2559
$1K ﹤0.01%
35
+1
2560
$1K ﹤0.01%
+8
2561
$1K ﹤0.01%
+8
2562
$1K ﹤0.01%
+30
2563
$1K ﹤0.01%
+16
2564
$1K ﹤0.01%
+18
2565
$1K ﹤0.01%
+49
2566
$1K ﹤0.01%
+29
2567
$1K ﹤0.01%
+15
2568
$1K ﹤0.01%
+24
2569
$1K ﹤0.01%
+25
2570
$1K ﹤0.01%
+8
2571
$1K ﹤0.01%
+23
2572
$1K ﹤0.01%
+7
2573
$1K ﹤0.01%
+32
2574
$1K ﹤0.01%
+13
2575
$1K ﹤0.01%
+8
101 102
103
104 105