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
1151
$34K ﹤0.01%
+881
1152
$34K ﹤0.01%
+299
1153
$34K ﹤0.01%
+704
1154
$33K ﹤0.01%
+313
1155
$33K ﹤0.01%
6,954
+199
1156
$33K ﹤0.01%
+281
1157
$33K ﹤0.01%
+639
1158
$33K ﹤0.01%
+712
1159
$33K ﹤0.01%
+3,451
1160
$33K ﹤0.01%
+867
1161
$33K ﹤0.01%
+1,451
1162
$33K ﹤0.01%
+335
1163
$32K ﹤0.01%
+590
1164
$32K ﹤0.01%
+2,274
1165
$32K ﹤0.01%
+1,576
1166
$32K ﹤0.01%
+1,041
1167
$32K ﹤0.01%
+499
1168
$32K ﹤0.01%
+2,180
1169
$32K ﹤0.01%
457
+394
1170
$32K ﹤0.01%
+997
1171
$32K ﹤0.01%
+121
1172
$32K ﹤0.01%
+664
1173
$32K ﹤0.01%
+450
1174
$32K ﹤0.01%
+343
1175
$32K ﹤0.01%
+1,310
45 46
47
48 49