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
1051
$43K ﹤0.01%
+231
1052
$43K ﹤0.01%
+876
1053
$43K ﹤0.01%
+320
1054
$43K ﹤0.01%
+543
1055
$43K ﹤0.01%
+2,080
1056
$42K ﹤0.01%
+1,353
1057
$42K ﹤0.01%
3,725
-600
1058
$42K ﹤0.01%
+416
1059
$42K ﹤0.01%
1,821
+437
1060
$42K ﹤0.01%
+1,648
1061
$42K ﹤0.01%
+202
1062
$42K ﹤0.01%
+609
1063
$42K ﹤0.01%
+1,710
1064
$42K ﹤0.01%
+333
1065
$42K ﹤0.01%
611
+16
1066
$42K ﹤0.01%
+1,695
1067
$42K ﹤0.01%
+482
1068
$42K ﹤0.01%
+1,008
1069
$42K ﹤0.01%
+473
1070
$41K ﹤0.01%
+1,369
1071
$41K ﹤0.01%
+409
1072
$41K ﹤0.01%
899
+564
1073
$41K ﹤0.01%
+132
1074
$41K ﹤0.01%
+1,590
1075
$41K ﹤0.01%
+2,162
41 42
43
44 45