GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$82.4M
2
+$37.5M
3
+$30.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$24.4M

Top Sells

1
+$2.42M
2
+$364K
3
+$161K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$92.3K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49.8K

Sector Composition

1 Financials 10.28%
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
876
$68K 0.01%
+1,215
877
$67K 0.01%
+2,282
878
$67K 0.01%
+820
879
$67K 0.01%
2,141
+522
880
$67K 0.01%
+371
881
$67K 0.01%
+5,613
882
$66K 0.01%
+9,752
883
$66K 0.01%
+1,675
884
$66K 0.01%
+1,343
885
$66K 0.01%
+544
886
$65K 0.01%
+53
887
$65K 0.01%
+2,412
888
$65K 0.01%
+3,028
889
$65K 0.01%
+4,446
890
$65K 0.01%
+1,447
891
$65K 0.01%
+1,392
892
$65K 0.01%
+432
893
$65K 0.01%
+1,422
894
$65K 0.01%
+1,248
895
$64K 0.01%
+489
896
$64K 0.01%
1,361
-15
897
$64K 0.01%
+450
898
$63K 0.01%
+233
899
$63K 0.01%
+679
900
$63K 0.01%
+463
34 35
36
37 38