GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$82.4M
2
+$37.5M
3
+$30.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$24.4M

Top Sells

1
+$2.42M
2
+$364K
3
+$161K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$92.3K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49.8K

Sector Composition

1 Financials 10.28%
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%
+300
1202
$30K ﹤0.01%
+999
1203
$29K ﹤0.01%
+710
1204
$29K ﹤0.01%
+468
1205
$29K ﹤0.01%
+1,079
1206
$29K ﹤0.01%
+284
1207
$28K ﹤0.01%
+327
1208
$28K ﹤0.01%
+156
1209
$28K ﹤0.01%
+490
1210
$28K ﹤0.01%
1,066
+261
1211
$28K ﹤0.01%
+882
1212
$28K ﹤0.01%
+215
1213
$28K ﹤0.01%
+210
1214
$28K ﹤0.01%
+1,011
1215
$28K ﹤0.01%
+346
1216
$28K ﹤0.01%
+522
1217
$28K ﹤0.01%
+342
1218
$28K ﹤0.01%
+726
1219
$28K ﹤0.01%
+405
1220
$28K ﹤0.01%
+751
1221
$28K ﹤0.01%
+933
1222
$28K ﹤0.01%
+436
1223
$28K ﹤0.01%
362
-9
1224
$28K ﹤0.01%
+413
1225
$28K ﹤0.01%
+427
47 48
49
50 51