GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$82.4M
2
+$37.5M
3
+$30.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$29.6M
5
MSFT icon
Microsoft
MSFT
+$24.4M

Top Sells

1
+$2.42M
2
+$364K
3
+$161K
4
PSR icon
Invesco Active US Real Estate Fund
PSR
+$92.3K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$49.8K

Sector Composition

1 Financials 10.28%
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
1576
$11K ﹤0.01%
+3,511
1577
$11K ﹤0.01%
+330
1578
$11K ﹤0.01%
+440
1579
$11K ﹤0.01%
+725
1580
$11K ﹤0.01%
+1,500
1581
$11K ﹤0.01%
+269
1582
$11K ﹤0.01%
+380
1583
$11K ﹤0.01%
+108
1584
$11K ﹤0.01%
+546
1585
$11K ﹤0.01%
142
-435
1586
$11K ﹤0.01%
+128
1587
$11K ﹤0.01%
1,546
1588
$11K ﹤0.01%
+439
1589
$11K ﹤0.01%
+630
1590
$11K ﹤0.01%
+183
1591
$11K ﹤0.01%
+58
1592
$11K ﹤0.01%
+492
1593
$11K ﹤0.01%
+179
1594
$11K ﹤0.01%
113
+11
1595
$11K ﹤0.01%
+134
1596
$11K ﹤0.01%
+280
1597
$11K ﹤0.01%
+103
1598
$11K ﹤0.01%
+1,165
1599
$11K ﹤0.01%
+248
1600
$11K ﹤0.01%
+1,334
62 63
64
65 66