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
2576
$1K ﹤0.01%
33
+4
2577
$1K ﹤0.01%
+84
2578
$1K ﹤0.01%
+9
2579
$1K ﹤0.01%
+56
2580
$1K ﹤0.01%
+90
2581
$1K ﹤0.01%
+35
2582
$1K ﹤0.01%
+102
2583
$1K ﹤0.01%
+17
2584
$1K ﹤0.01%
+13
2585
$1K ﹤0.01%
+100
2586
$1K ﹤0.01%
+56
2587
$1K ﹤0.01%
+20
2588
$1K ﹤0.01%
+12
2589
$1K ﹤0.01%
+12
2590
$1K ﹤0.01%
+10
2591
$1K ﹤0.01%
66
+63
2592
$1K ﹤0.01%
+18
2593
$1K ﹤0.01%
+48
2594
$1K ﹤0.01%
+56
2595
$1K ﹤0.01%
+19
2596
$1K ﹤0.01%
+14
2597
$1K ﹤0.01%
+119
2598
$1K ﹤0.01%
+20
2599
$1K ﹤0.01%
+6
2600
$1K ﹤0.01%
+13
102 103
104
105 106