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
1451
$15K ﹤0.01%
+315
1452
$15K ﹤0.01%
+367
1453
$15K ﹤0.01%
204
+149
1454
$15K ﹤0.01%
+307
1455
$15K ﹤0.01%
+750
1456
$15K ﹤0.01%
+300
1457
$15K ﹤0.01%
+854
1458
$15K ﹤0.01%
+450
1459
$15K ﹤0.01%
251
1460
$15K ﹤0.01%
+415
1461
$15K ﹤0.01%
+341
1462
$15K ﹤0.01%
+192
1463
$15K ﹤0.01%
+278
1464
$15K ﹤0.01%
+1,055
1465
$15K ﹤0.01%
+1,095
1466
$15K ﹤0.01%
+153
1467
$15K ﹤0.01%
+1,000
1468
$15K ﹤0.01%
+876
1469
$15K ﹤0.01%
+663
1470
$15K ﹤0.01%
+268
1471
$15K ﹤0.01%
+230
1472
$15K ﹤0.01%
+606
1473
$15K ﹤0.01%
+778
1474
$15K ﹤0.01%
+7,000
1475
$15K ﹤0.01%
+61
57 58
59
60 61