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
876
$68K 0.01%
+5,889
877
$67K 0.01%
+371
878
$67K 0.01%
+5,613
879
$67K 0.01%
+2,282
880
$67K 0.01%
+820
881
$67K 0.01%
2,141
+522
882
$66K 0.01%
+9,752
883
$66K 0.01%
+1,675
884
$66K 0.01%
+544
885
$66K 0.01%
+1,343
886
$65K 0.01%
+1,447
887
$65K 0.01%
+53
888
$65K 0.01%
+2,412
889
$65K 0.01%
+3,028
890
$65K 0.01%
+4,446
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%
1,361
-15
896
$64K 0.01%
+450
897
$64K 0.01%
+489
898
$63K 0.01%
+233
899
$63K 0.01%
+463
900
$63K 0.01%
+494
34 35
36
37 38