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
1076
$41K ﹤0.01%
+746
1077
$41K ﹤0.01%
+776
1078
$41K ﹤0.01%
+413
1079
$41K ﹤0.01%
+4,532
1080
$41K ﹤0.01%
+409
1081
$41K ﹤0.01%
+497
1082
$41K ﹤0.01%
+1,176
1083
$40K ﹤0.01%
+4,285
1084
$40K ﹤0.01%
+1,819
1085
$40K ﹤0.01%
1,400
+1,208
1086
$40K ﹤0.01%
+173
1087
$40K ﹤0.01%
+215
1088
$40K ﹤0.01%
+3,159
1089
$40K ﹤0.01%
+140
1090
$39K ﹤0.01%
+1,505
1091
$39K ﹤0.01%
+2,381
1092
$39K ﹤0.01%
+1,689
1093
$39K ﹤0.01%
+952
1094
$39K ﹤0.01%
+210
1095
$39K ﹤0.01%
+1,585
1096
$39K ﹤0.01%
+1,889
1097
$39K ﹤0.01%
+159
1098
$39K ﹤0.01%
+295
1099
$39K ﹤0.01%
+298
1100
$39K ﹤0.01%
+666
42 43
44
45 46