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
1701
$8K ﹤0.01%
+173
1702
$8K ﹤0.01%
+339
1703
$8K ﹤0.01%
232
+61
1704
$8K ﹤0.01%
+625
1705
$8K ﹤0.01%
+376
1706
$8K ﹤0.01%
+37
1707
$8K ﹤0.01%
+371
1708
$8K ﹤0.01%
+174
1709
$8K ﹤0.01%
+246
1710
$8K ﹤0.01%
+66
1711
$8K ﹤0.01%
+500
1712
$8K ﹤0.01%
+254
1713
$8K ﹤0.01%
1,822
1714
$8K ﹤0.01%
+215
1715
$8K ﹤0.01%
+361
1716
$8K ﹤0.01%
+559
1717
$8K ﹤0.01%
75
1718
$8K ﹤0.01%
+391
1719
$8K ﹤0.01%
+705
1720
$8K ﹤0.01%
+72
1721
$8K ﹤0.01%
+44
1722
$8K ﹤0.01%
+297
1723
$8K ﹤0.01%
+275
1724
$8K ﹤0.01%
+236
1725
$8K ﹤0.01%
+445
67 68
69
70 71