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 10.28%
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
1251
$26K ﹤0.01%
+517
1252
$26K ﹤0.01%
+1,403
1253
$25K ﹤0.01%
+291
1254
$25K ﹤0.01%
348
+316
1255
$25K ﹤0.01%
+257
1256
$25K ﹤0.01%
+570
1257
$25K ﹤0.01%
+635
1258
$25K ﹤0.01%
+700
1259
$25K ﹤0.01%
+926
1260
$25K ﹤0.01%
+429
1261
$25K ﹤0.01%
+600
1262
$25K ﹤0.01%
+851
1263
$25K ﹤0.01%
+566
1264
$25K ﹤0.01%
+930
1265
$25K ﹤0.01%
+749
1266
$25K ﹤0.01%
+458
1267
$25K ﹤0.01%
+717
1268
$25K ﹤0.01%
+700
1269
$25K ﹤0.01%
+674
1270
$25K ﹤0.01%
+2,071
1271
$25K ﹤0.01%
+556
1272
$25K ﹤0.01%
+2,833
1273
$25K ﹤0.01%
+187
1274
$25K ﹤0.01%
+234
1275
$25K ﹤0.01%
+1,102
49 50
51
52 53