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
1851
$6K ﹤0.01%
+164
1852
$6K ﹤0.01%
+36
1853
$6K ﹤0.01%
+212
1854
$5K ﹤0.01%
+57
1855
$5K ﹤0.01%
+103
1856
$5K ﹤0.01%
+37
1857
$5K ﹤0.01%
+36
1858
$5K ﹤0.01%
+440
1859
$5K ﹤0.01%
+39
1860
$5K ﹤0.01%
+52
1861
$5K ﹤0.01%
+839
1862
$5K ﹤0.01%
+143
1863
$5K ﹤0.01%
+50
1864
$5K ﹤0.01%
+999
1865
$5K ﹤0.01%
+200
1866
$5K ﹤0.01%
+165
1867
$5K ﹤0.01%
+48
1868
$5K ﹤0.01%
+42
1869
$5K ﹤0.01%
+25
1870
$5K ﹤0.01%
+350
1871
$5K ﹤0.01%
+74
1872
$5K ﹤0.01%
+300
1873
$5K ﹤0.01%
+106
1874
$5K ﹤0.01%
+37
1875
$5K ﹤0.01%
+171
73 74
75
76 77