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
1626
$10K ﹤0.01%
+758
1627
$10K ﹤0.01%
+190
1628
$10K ﹤0.01%
+105
1629
$10K ﹤0.01%
+299
1630
$10K ﹤0.01%
+205
1631
$10K ﹤0.01%
+652
1632
$10K ﹤0.01%
+152
1633
$10K ﹤0.01%
+385
1634
$10K ﹤0.01%
+426
1635
$10K ﹤0.01%
+3,000
1636
$10K ﹤0.01%
+60
1637
$10K ﹤0.01%
+600
1638
$10K ﹤0.01%
+691
1639
$10K ﹤0.01%
+613
1640
$10K ﹤0.01%
+68
1641
$10K ﹤0.01%
+203
1642
$10K ﹤0.01%
+298
1643
$9K ﹤0.01%
+100
1644
$9K ﹤0.01%
+695
1645
$9K ﹤0.01%
+177
1646
$9K ﹤0.01%
+537
1647
$9K ﹤0.01%
+259
1648
$9K ﹤0.01%
+1,740
1649
$9K ﹤0.01%
+1,077
1650
$9K ﹤0.01%
+816
64 65
66
67 68