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
1201
$30K ﹤0.01%
+652
1202
$30K ﹤0.01%
+999
1203
$29K ﹤0.01%
+284
1204
$29K ﹤0.01%
+710
1205
$29K ﹤0.01%
+468
1206
$29K ﹤0.01%
+1,079
1207
$28K ﹤0.01%
+1,011
1208
$28K ﹤0.01%
+346
1209
$28K ﹤0.01%
+751
1210
$28K ﹤0.01%
+215
1211
$28K ﹤0.01%
+327
1212
$28K ﹤0.01%
+210
1213
$28K ﹤0.01%
+522
1214
$28K ﹤0.01%
+342
1215
$28K ﹤0.01%
+726
1216
$28K ﹤0.01%
+405
1217
$28K ﹤0.01%
+156
1218
$28K ﹤0.01%
+933
1219
$28K ﹤0.01%
+436
1220
$28K ﹤0.01%
362
-9
1221
$28K ﹤0.01%
+490
1222
$28K ﹤0.01%
+413
1223
$28K ﹤0.01%
+427
1224
$28K ﹤0.01%
909
+761
1225
$28K ﹤0.01%
+996
47 48
49
50 51