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
1326
$21K ﹤0.01%
+374
1327
$21K ﹤0.01%
+689
1328
$21K ﹤0.01%
+1,017
1329
$21K ﹤0.01%
181
+154
1330
$21K ﹤0.01%
+350
1331
$21K ﹤0.01%
+801
1332
$21K ﹤0.01%
+1,176
1333
$21K ﹤0.01%
170
+60
1334
$21K ﹤0.01%
510
+188
1335
$21K ﹤0.01%
+572
1336
$21K ﹤0.01%
+412
1337
$21K ﹤0.01%
+727
1338
$21K ﹤0.01%
+331
1339
$20K ﹤0.01%
+402
1340
$20K ﹤0.01%
+173
1341
$20K ﹤0.01%
+50
1342
$20K ﹤0.01%
+542
1343
$20K ﹤0.01%
+859
1344
$20K ﹤0.01%
+520
1345
$20K ﹤0.01%
+230
1346
$20K ﹤0.01%
+5,367
1347
$20K ﹤0.01%
231
+139
1348
$20K ﹤0.01%
+2,225
1349
$20K ﹤0.01%
+703
1350
$20K ﹤0.01%
+320
52 53
54
55 56