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
576
$183K 0.01%
+3,822
577
$182K 0.01%
+4,976
578
$181K 0.01%
+7,215
579
$179K 0.01%
+3,767
580
$179K 0.01%
+5,378
581
$179K 0.01%
+10,505
582
$178K 0.01%
+7,154
583
$178K 0.01%
+3,711
584
$178K 0.01%
+10,965
585
$176K 0.01%
+2,116
586
$175K 0.01%
+4,802
587
$173K 0.01%
+4,369
588
$173K 0.01%
446
+238
589
$172K 0.01%
+2,196
590
$172K 0.01%
+1,447
591
$171K 0.01%
+4,000
592
$171K 0.01%
+3,040
593
$171K 0.01%
+3,435
594
$171K 0.01%
+6,540
595
$170K 0.01%
+2,672
596
$169K 0.01%
+1,601
597
$168K 0.01%
+6,472
598
$167K 0.01%
+3,818
599
$166K 0.01%
+1,807
600
$166K 0.01%
4,082
22 23
24
25 26