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
401
$388K 0.03%
+12,866
402
$387K 0.03%
+8,155
403
$385K 0.03%
17,313
+4,955
404
$379K 0.03%
+5,943
405
$376K 0.03%
+16,128
406
$374K 0.03%
+30,114
407
$367K 0.03%
+3,587
408
$367K 0.03%
+8,794
409
$366K 0.03%
+3,986
410
$364K 0.03%
+6,143
411
$361K 0.03%
+4,681
412
$360K 0.03%
+24,761
413
$360K 0.03%
+11,009
414
$359K 0.03%
+4,635
415
$355K 0.03%
+9,534
416
$354K 0.03%
+6,629
417
$354K 0.03%
+11,826
418
$353K 0.03%
+6,892
419
$352K 0.03%
3,917
-1,587
420
$351K 0.03%
+8,643
421
$351K 0.03%
+30,384
422
$351K 0.03%
7,093
+25
423
$350K 0.03%
+1,622
424
$349K 0.03%
+8,908
425
$349K 0.03%
+12,072
15 16
17
18 19