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
1676
$9K ﹤0.01%
+37
1677
$9K ﹤0.01%
+100
1678
$9K ﹤0.01%
+67
1679
$9K ﹤0.01%
+119
1680
$9K ﹤0.01%
+117
1681
$9K ﹤0.01%
+42
1682
$9K ﹤0.01%
+443
1683
$9K ﹤0.01%
+498
1684
$9K ﹤0.01%
+206
1685
$8K ﹤0.01%
+420
1686
$8K ﹤0.01%
+119
1687
$8K ﹤0.01%
+301
1688
$8K ﹤0.01%
+119
1689
$8K ﹤0.01%
+50
1690
$8K ﹤0.01%
+122
1691
$8K ﹤0.01%
+300
1692
$8K ﹤0.01%
+408
1693
$8K ﹤0.01%
+299
1694
$8K ﹤0.01%
+53
1695
$8K ﹤0.01%
+60
1696
$8K ﹤0.01%
+304
1697
$8K ﹤0.01%
+481
1698
$8K ﹤0.01%
+53
1699
$8K ﹤0.01%
+98
1700
$8K ﹤0.01%
+100
66 67
68
69 70