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
1351
$20K ﹤0.01%
342
+311
1352
$20K ﹤0.01%
+731
1353
$20K ﹤0.01%
551
+467
1354
$19K ﹤0.01%
+1,674
1355
$19K ﹤0.01%
+546
1356
$19K ﹤0.01%
+432
1357
$19K ﹤0.01%
+129
1358
$19K ﹤0.01%
+463
1359
$19K ﹤0.01%
447
+90
1360
$19K ﹤0.01%
+684
1361
$19K ﹤0.01%
+543
1362
$19K ﹤0.01%
900
1363
$19K ﹤0.01%
222
+115
1364
$19K ﹤0.01%
+177
1365
$19K ﹤0.01%
+400
1366
$19K ﹤0.01%
+453
1367
$19K ﹤0.01%
+870
1368
$19K ﹤0.01%
+590
1369
$19K ﹤0.01%
+394
1370
$19K ﹤0.01%
+338
1371
$19K ﹤0.01%
+137
1372
$19K ﹤0.01%
+3,600
1373
$19K ﹤0.01%
+614
1374
$19K ﹤0.01%
+756
1375
$19K ﹤0.01%
+2,097
53 54
55
56 57