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
901
$63K 0.01%
+200
902
$63K 0.01%
+1,432
903
$63K 0.01%
+2,931
904
$63K 0.01%
+180
905
$63K 0.01%
+513
906
$63K 0.01%
+679
907
$62K ﹤0.01%
+248
908
$62K ﹤0.01%
+1,402
909
$62K ﹤0.01%
+3,195
910
$62K ﹤0.01%
+935
911
$62K ﹤0.01%
+1,436
912
$62K ﹤0.01%
+3,568
913
$61K ﹤0.01%
+905
914
$61K ﹤0.01%
+1,517
915
$61K ﹤0.01%
+1,239
916
$61K ﹤0.01%
+941
917
$61K ﹤0.01%
+385
918
$61K ﹤0.01%
+338
919
$60K ﹤0.01%
+2,904
920
$60K ﹤0.01%
+1,048
921
$60K ﹤0.01%
+655
922
$60K ﹤0.01%
+871
923
$60K ﹤0.01%
+183
924
$60K ﹤0.01%
+1,253
925
$60K ﹤0.01%
+1,007
35 36
37
38 39