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
851
$75K 0.01%
+3,014
852
$75K 0.01%
+1,570
853
$74K 0.01%
+10,152
854
$74K 0.01%
+1,624
855
$74K 0.01%
+960
856
$74K 0.01%
+1,007
857
$73K 0.01%
+1,800
858
$72K 0.01%
+1,490
859
$72K 0.01%
+1,328
860
$72K 0.01%
+2,500
861
$71K 0.01%
+398
862
$71K 0.01%
+1,533
863
$71K 0.01%
+298
864
$71K 0.01%
+1,219
865
$71K 0.01%
+213
866
$71K 0.01%
+5,878
867
$70K 0.01%
+5,405
868
$70K 0.01%
+790
869
$70K 0.01%
+158
870
$70K 0.01%
+3,842
871
$70K 0.01%
+1,500
872
$69K 0.01%
759
+636
873
$68K 0.01%
+1,811
874
$68K 0.01%
+356
875
$68K 0.01%
+1,215
33 34
35
36 37