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
151
$1.9M 0.15%
+43,774
152
$1.88M 0.15%
+53,889
153
$1.88M 0.15%
+19,833
154
$1.88M 0.15%
+41,679
155
$1.87M 0.15%
+9,862
156
$1.86M 0.15%
+31,254
157
$1.85M 0.15%
+63,712
158
$1.84M 0.15%
+59,892
159
$1.84M 0.14%
+11,288
160
$1.83M 0.14%
+9,039
161
$1.82M 0.14%
+42,172
162
$1.82M 0.14%
+5,705
163
$1.81M 0.14%
+24,963
164
$1.78M 0.14%
+36,215
165
$1.77M 0.14%
+41,036
166
$1.76M 0.14%
+36,882
167
$1.75M 0.14%
+54,414
168
$1.75M 0.14%
+9,624
169
$1.73M 0.14%
+35,270
170
$1.73M 0.14%
+18,533
171
$1.7M 0.13%
+3,844
172
$1.66M 0.13%
+34,264
173
$1.64M 0.13%
+74,082
174
$1.63M 0.13%
4,793
+1,663
175
$1.63M 0.13%
+24,504
5 6
7
8 9