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
926
$60K ﹤0.01%
+871
927
$60K ﹤0.01%
+183
928
$60K ﹤0.01%
+1,253
929
$59K ﹤0.01%
+586
930
$59K ﹤0.01%
+990
931
$59K ﹤0.01%
+2,396
932
$59K ﹤0.01%
+7,780
933
$59K ﹤0.01%
+2,490
934
$59K ﹤0.01%
+2,106
935
$59K ﹤0.01%
+1,200
936
$58K ﹤0.01%
+1,036
937
$58K ﹤0.01%
1,256
-440
938
$58K ﹤0.01%
+820
939
$58K ﹤0.01%
689
+673
940
$58K ﹤0.01%
+434
941
$58K ﹤0.01%
+117
942
$58K ﹤0.01%
+1,973
943
$58K ﹤0.01%
+888
944
$57K ﹤0.01%
+576
945
$57K ﹤0.01%
+1,527
946
$57K ﹤0.01%
+2,322
947
$57K ﹤0.01%
+502
948
$57K ﹤0.01%
+3,068
949
$57K ﹤0.01%
+7,267
950
$57K ﹤0.01%
+2,048
36 37
38
39 40