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
1176
$32K ﹤0.01%
+417
1177
$32K ﹤0.01%
+3,535
1178
$32K ﹤0.01%
+942
1179
$31K ﹤0.01%
+1,077
1180
$31K ﹤0.01%
+943
1181
$31K ﹤0.01%
+1,629
1182
$31K ﹤0.01%
+475
1183
$31K ﹤0.01%
+5,421
1184
$31K ﹤0.01%
1,426
+132
1185
$31K ﹤0.01%
+424
1186
$31K ﹤0.01%
+639
1187
$30K ﹤0.01%
+349
1188
$30K ﹤0.01%
+3,172
1189
$30K ﹤0.01%
+220
1190
$30K ﹤0.01%
+1,142
1191
$30K ﹤0.01%
+348
1192
$30K ﹤0.01%
+714
1193
$30K ﹤0.01%
+300
1194
$30K ﹤0.01%
+432
1195
$30K ﹤0.01%
922
-36
1196
$30K ﹤0.01%
+1,628
1197
$30K ﹤0.01%
+176
1198
$30K ﹤0.01%
+424
1199
$30K ﹤0.01%
+504
1200
$30K ﹤0.01%
+124
46 47
48
49 50