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
1376
$18K ﹤0.01%
+268
1377
$18K ﹤0.01%
3,530
1378
$18K ﹤0.01%
+2,782
1379
$18K ﹤0.01%
+997
1380
$18K ﹤0.01%
+757
1381
$18K ﹤0.01%
+134
1382
$18K ﹤0.01%
+679
1383
$18K ﹤0.01%
600
1384
$18K ﹤0.01%
+125
1385
$18K ﹤0.01%
+661
1386
$18K ﹤0.01%
+452
1387
$18K ﹤0.01%
+1,607
1388
$18K ﹤0.01%
345
+319
1389
$18K ﹤0.01%
+477
1390
$18K ﹤0.01%
+352
1391
$18K ﹤0.01%
+814
1392
$18K ﹤0.01%
+296
1393
$18K ﹤0.01%
+285
1394
$18K ﹤0.01%
+688
1395
$18K ﹤0.01%
+310
1396
$17K ﹤0.01%
+750
1397
$17K ﹤0.01%
+705
1398
$17K ﹤0.01%
+30
1399
$17K ﹤0.01%
+3,285
1400
$17K ﹤0.01%
+318
54 55
56
57 58