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
1376
$18K ﹤0.01%
+2,782
1377
$18K ﹤0.01%
+757
1378
$18K ﹤0.01%
+134
1379
$18K ﹤0.01%
+679
1380
$18K ﹤0.01%
600
1381
$18K ﹤0.01%
+125
1382
$18K ﹤0.01%
+661
1383
$18K ﹤0.01%
+452
1384
$18K ﹤0.01%
+997
1385
$18K ﹤0.01%
345
+319
1386
$18K ﹤0.01%
+477
1387
$18K ﹤0.01%
+268
1388
$18K ﹤0.01%
3,530
1389
$18K ﹤0.01%
+1,607
1390
$18K ﹤0.01%
+352
1391
$18K ﹤0.01%
+814
1392
$18K ﹤0.01%
+444
1393
$18K ﹤0.01%
+285
1394
$18K ﹤0.01%
+688
1395
$18K ﹤0.01%
+310
1396
$17K ﹤0.01%
+300
1397
$17K ﹤0.01%
+147
1398
$17K ﹤0.01%
+995
1399
$17K ﹤0.01%
+360
1400
$17K ﹤0.01%
+183
54 55
56
57 58