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
126
$2.31M 0.18%
23,935
+6,046
127
$2.31M 0.18%
+53,195
128
$2.27M 0.18%
+5,233
129
$2.27M 0.18%
+69,175
130
$2.25M 0.18%
+30,567
131
$2.24M 0.18%
+26,393
132
$2.2M 0.17%
+137,753
133
$2.19M 0.17%
+19,949
134
$2.14M 0.17%
+35,208
135
$2.12M 0.17%
+17,573
136
$2.12M 0.17%
+16,253
137
$2.07M 0.16%
+16,714
138
$2.05M 0.16%
61,783
+16,576
139
$2.04M 0.16%
+28,991
140
$2.03M 0.16%
24,513
+22,757
141
$2.02M 0.16%
+83,102
142
$2.01M 0.16%
+46,002
143
$2.01M 0.16%
+29,715
144
$1.98M 0.16%
+21,292
145
$1.95M 0.15%
+52,061
146
$1.95M 0.15%
+28,273
147
$1.94M 0.15%
+20,550
148
$1.94M 0.15%
+17,147
149
$1.9M 0.15%
8,699
-47
150
$1.9M 0.15%
+11,294
4 5
6
7 8