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
2576
$1K ﹤0.01%
+15
2577
$1K ﹤0.01%
+34
2578
$1K ﹤0.01%
+4
2579
$1K ﹤0.01%
+249
2580
$1K ﹤0.01%
+4
2581
$1K ﹤0.01%
+20
2582
$1K ﹤0.01%
+40
2583
$1K ﹤0.01%
+22
2584
$1K ﹤0.01%
109
+19
2585
$1K ﹤0.01%
+24
2586
$1K ﹤0.01%
+54
2587
$1K ﹤0.01%
+10
2588
$1K ﹤0.01%
+294
2589
$1K ﹤0.01%
+160
2590
$1K ﹤0.01%
+9
2591
$1K ﹤0.01%
50
2592
$1K ﹤0.01%
+24
2593
$1K ﹤0.01%
+33
2594
$1K ﹤0.01%
+28
2595
$1K ﹤0.01%
+158
2596
$1K ﹤0.01%
+29
2597
$1K ﹤0.01%
+22
2598
$1K ﹤0.01%
+98
2599
$1K ﹤0.01%
+23
2600
$1K ﹤0.01%
+34
102 103
104
105 106