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
1226
$28K ﹤0.01%
1,066
+261
1227
$28K ﹤0.01%
+882
1228
$27K ﹤0.01%
+2,637
1229
$27K ﹤0.01%
+785
1230
$27K ﹤0.01%
+540
1231
$27K ﹤0.01%
+72
1232
$27K ﹤0.01%
+685
1233
$27K ﹤0.01%
+729
1234
$27K ﹤0.01%
+969
1235
$27K ﹤0.01%
+1,022
1236
$27K ﹤0.01%
+309
1237
$27K ﹤0.01%
+496
1238
$27K ﹤0.01%
+349
1239
$27K ﹤0.01%
+448
1240
$27K ﹤0.01%
+540
1241
$27K ﹤0.01%
+33
1242
$26K ﹤0.01%
476
+376
1243
$26K ﹤0.01%
+657
1244
$26K ﹤0.01%
+6,164
1245
$26K ﹤0.01%
+2,500
1246
$26K ﹤0.01%
+587
1247
$26K ﹤0.01%
+517
1248
$26K ﹤0.01%
+1,403
1249
$26K ﹤0.01%
+37
1250
$26K ﹤0.01%
+527
48 49
50
51 52