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
1276
$24K ﹤0.01%
+698
1277
$24K ﹤0.01%
+175
1278
$24K ﹤0.01%
+844
1279
$24K ﹤0.01%
587
+345
1280
$24K ﹤0.01%
+1,204
1281
$24K ﹤0.01%
+418
1282
$24K ﹤0.01%
+852
1283
$24K ﹤0.01%
+1,333
1284
$24K ﹤0.01%
+235
1285
$24K ﹤0.01%
3,885
+2,000
1286
$24K ﹤0.01%
+239
1287
$24K ﹤0.01%
2,030
1288
$24K ﹤0.01%
356
-248
1289
$24K ﹤0.01%
+606
1290
$24K ﹤0.01%
+1,168
1291
$24K ﹤0.01%
+377
1292
$24K ﹤0.01%
+802
1293
$24K ﹤0.01%
+300
1294
$24K ﹤0.01%
+462
1295
$23K ﹤0.01%
+4,505
1296
$23K ﹤0.01%
+309
1297
$23K ﹤0.01%
362
+71
1298
$23K ﹤0.01%
+386
1299
$23K ﹤0.01%
+103
1300
$23K ﹤0.01%
+809
50 51
52
53 54