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
1101
$38K ﹤0.01%
+527
1102
$38K ﹤0.01%
+291
1103
$38K ﹤0.01%
+239
1104
$38K ﹤0.01%
+321
1105
$38K ﹤0.01%
+2,343
1106
$38K ﹤0.01%
+1,386
1107
$38K ﹤0.01%
+900
1108
$38K ﹤0.01%
+418
1109
$38K ﹤0.01%
+3,214
1110
$38K ﹤0.01%
+31
1111
$38K ﹤0.01%
+552
1112
$38K ﹤0.01%
+1,258
1113
$37K ﹤0.01%
922
+324
1114
$37K ﹤0.01%
+1,526
1115
$37K ﹤0.01%
+469
1116
$37K ﹤0.01%
+515
1117
$37K ﹤0.01%
+2,656
1118
$37K ﹤0.01%
+1,190
1119
$37K ﹤0.01%
+164
1120
$37K ﹤0.01%
+137
1121
$37K ﹤0.01%
2,916
+929
1122
$37K ﹤0.01%
+1,379
1123
$36K ﹤0.01%
+1,681
1124
$36K ﹤0.01%
+1,295
1125
$36K ﹤0.01%
+866
43 44
45
46 47