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
1426
$16K ﹤0.01%
+716
1427
$16K ﹤0.01%
638
+4
1428
$16K ﹤0.01%
+1,662
1429
$16K ﹤0.01%
1,995
+1,009
1430
$16K ﹤0.01%
+728
1431
$16K ﹤0.01%
+178
1432
$16K ﹤0.01%
+335
1433
$16K ﹤0.01%
+717
1434
$16K ﹤0.01%
+682
1435
$16K ﹤0.01%
478
1436
$16K ﹤0.01%
+296
1437
$16K ﹤0.01%
+543
1438
$16K ﹤0.01%
3,231
+283
1439
$16K ﹤0.01%
+272
1440
$16K ﹤0.01%
+56
1441
$16K ﹤0.01%
+73
1442
$16K ﹤0.01%
+271
1443
$16K ﹤0.01%
569
1444
$16K ﹤0.01%
+297
1445
$16K ﹤0.01%
+1,806
1446
$16K ﹤0.01%
+439
1447
$16K ﹤0.01%
+358
1448
$15K ﹤0.01%
+1,494
1449
$15K ﹤0.01%
+128
1450
$15K ﹤0.01%
+525
56 57
58
59 60