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
1226
$28K ﹤0.01%
909
+761
1227
$28K ﹤0.01%
+996
1228
$27K ﹤0.01%
+540
1229
$27K ﹤0.01%
+785
1230
$27K ﹤0.01%
+540
1231
$27K ﹤0.01%
+1,022
1232
$27K ﹤0.01%
+309
1233
$27K ﹤0.01%
+496
1234
$27K ﹤0.01%
+349
1235
$27K ﹤0.01%
+448
1236
$27K ﹤0.01%
+2,637
1237
$27K ﹤0.01%
+33
1238
$27K ﹤0.01%
+72
1239
$27K ﹤0.01%
+685
1240
$27K ﹤0.01%
+729
1241
$27K ﹤0.01%
+969
1242
$26K ﹤0.01%
+527
1243
$26K ﹤0.01%
+1,200
1244
$26K ﹤0.01%
476
+376
1245
$26K ﹤0.01%
+657
1246
$26K ﹤0.01%
+6,164
1247
$26K ﹤0.01%
+2,500
1248
$26K ﹤0.01%
+587
1249
$26K ﹤0.01%
+517
1250
$26K ﹤0.01%
+1,403
48 49
50
51 52