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
1726
$8K ﹤0.01%
+297
1727
$8K ﹤0.01%
+70
1728
$8K ﹤0.01%
+150
1729
$8K ﹤0.01%
+102
1730
$8K ﹤0.01%
+300
1731
$8K ﹤0.01%
+53
1732
$8K ﹤0.01%
+102
1733
$8K ﹤0.01%
+130
1734
$8K ﹤0.01%
+131
1735
$8K ﹤0.01%
+196
1736
$8K ﹤0.01%
+535
1737
$8K ﹤0.01%
+171
1738
$8K ﹤0.01%
135
1739
$8K ﹤0.01%
+66
1740
$8K ﹤0.01%
+185
1741
$8K ﹤0.01%
+177
1742
$8K ﹤0.01%
+1,393
1743
$8K ﹤0.01%
306
+297
1744
$8K ﹤0.01%
+131
1745
$7K ﹤0.01%
+289
1746
$7K ﹤0.01%
+184
1747
$7K ﹤0.01%
+336
1748
$7K ﹤0.01%
+158
1749
$7K ﹤0.01%
528
-107
1750
$7K ﹤0.01%
+1,200
68 69
70
71 72