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
826
$80K 0.01%
+1,058
827
$80K 0.01%
+630
828
$80K 0.01%
+478
829
$80K 0.01%
1,229
+925
830
$80K 0.01%
+3,028
831
$79K 0.01%
+6,994
832
$79K 0.01%
1,613
+1,094
833
$79K 0.01%
+1,149
834
$79K 0.01%
+2,151
835
$79K 0.01%
+1,157
836
$79K 0.01%
+552
837
$78K 0.01%
7,000
+3,000
838
$78K 0.01%
+1,892
839
$78K 0.01%
+3,797
840
$78K 0.01%
+3,198
841
$78K 0.01%
+383
842
$78K 0.01%
+785
843
$78K 0.01%
+1,926
844
$78K 0.01%
+6,524
845
$78K 0.01%
+824
846
$77K 0.01%
+5,246
847
$77K 0.01%
363
+331
848
$77K 0.01%
+402
849
$76K 0.01%
+2,090
850
$76K 0.01%
+1,940
32 33
34
35 36