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
776
$95K 0.01%
+2,772
777
$95K 0.01%
+559
778
$95K 0.01%
+8,512
779
$95K 0.01%
+6,916
780
$95K 0.01%
+1,667
781
$94K 0.01%
+2,221
782
$94K 0.01%
+2,298
783
$94K 0.01%
+4,951
784
$94K 0.01%
+294
785
$94K 0.01%
+1,289
786
$94K 0.01%
1,994
+30
787
$93K 0.01%
+2,680
788
$93K 0.01%
+474
789
$92K 0.01%
1,399
-11
790
$92K 0.01%
671
+358
791
$92K 0.01%
+712
792
$91K 0.01%
+796
793
$91K 0.01%
+1,838
794
$90K 0.01%
+2,357
795
$90K 0.01%
+1,482
796
$89K 0.01%
+1,734
797
$89K 0.01%
+1,319
798
$89K 0.01%
+2,990
799
$88K 0.01%
+272
800
$88K 0.01%
+2,324
30 31
32
33 34