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
1501
$14K ﹤0.01%
+232
1502
$14K ﹤0.01%
+543
1503
$14K ﹤0.01%
+4
1504
$14K ﹤0.01%
+877
1505
$14K ﹤0.01%
+425
1506
$14K ﹤0.01%
+250
1507
$13K ﹤0.01%
+111
1508
$13K ﹤0.01%
+1,483
1509
$13K ﹤0.01%
+10
1510
$13K ﹤0.01%
+697
1511
$13K ﹤0.01%
+2,182
1512
$13K ﹤0.01%
+2,672
1513
$13K ﹤0.01%
+687
1514
$13K ﹤0.01%
41
+17
1515
$13K ﹤0.01%
+1,075
1516
$13K ﹤0.01%
+125
1517
$13K ﹤0.01%
+64
1518
$13K ﹤0.01%
+1,342
1519
$13K ﹤0.01%
+897
1520
$13K ﹤0.01%
+387
1521
$13K ﹤0.01%
+118
1522
$13K ﹤0.01%
+661
1523
$13K ﹤0.01%
+305
1524
$13K ﹤0.01%
+764
1525
$13K ﹤0.01%
391
+57
59 60
61
62 63