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
1476
$14K ﹤0.01%
1,040
1477
$14K ﹤0.01%
+324
1478
$14K ﹤0.01%
344
1479
$14K ﹤0.01%
+572
1480
$14K ﹤0.01%
+624
1481
$14K ﹤0.01%
+227
1482
$14K ﹤0.01%
+609
1483
$14K ﹤0.01%
+2,271
1484
$14K ﹤0.01%
+75
1485
$14K ﹤0.01%
+1,246
1486
$14K ﹤0.01%
+1,000
1487
$14K ﹤0.01%
+1,269
1488
$14K ﹤0.01%
+316
1489
$14K ﹤0.01%
+710
1490
$14K ﹤0.01%
+171
1491
$14K ﹤0.01%
+514
1492
$14K ﹤0.01%
2,830
+89
1493
$14K ﹤0.01%
+292
1494
$14K ﹤0.01%
+834
1495
$14K ﹤0.01%
+402
1496
$14K ﹤0.01%
+222
1497
$14K ﹤0.01%
+250
1498
$14K ﹤0.01%
+988
1499
$14K ﹤0.01%
+1,084
1500
$14K ﹤0.01%
+334
58 59
60
61 62