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
1851
$6K ﹤0.01%
+164
1852
$6K ﹤0.01%
+36
1853
$6K ﹤0.01%
+212
1854
$5K ﹤0.01%
+37
1855
$5K ﹤0.01%
+160
1856
$5K ﹤0.01%
+440
1857
$5K ﹤0.01%
+143
1858
$5K ﹤0.01%
+50
1859
$5K ﹤0.01%
+680
1860
$5K ﹤0.01%
+46
1861
$5K ﹤0.01%
+50
1862
$5K ﹤0.01%
+155
1863
$5K ﹤0.01%
+69
1864
$5K ﹤0.01%
+229
1865
$5K ﹤0.01%
+109
1866
$5K ﹤0.01%
+58
1867
$5K ﹤0.01%
+300
1868
$5K ﹤0.01%
+350
1869
$5K ﹤0.01%
+69
1870
$5K ﹤0.01%
+152
1871
$5K ﹤0.01%
+300
1872
$5K ﹤0.01%
+220
1873
$5K ﹤0.01%
+975
1874
$5K ﹤0.01%
+200
1875
$5K ﹤0.01%
120
+11
73 74
75
76 77