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
1876
$5K ﹤0.01%
+70
1877
$5K ﹤0.01%
+150
1878
$5K ﹤0.01%
+355
1879
$5K ﹤0.01%
+212
1880
$5K ﹤0.01%
+61
1881
$5K ﹤0.01%
+70
1882
$5K ﹤0.01%
+440
1883
$5K ﹤0.01%
+77
1884
$5K ﹤0.01%
+174
1885
$5K ﹤0.01%
+145
1886
$5K ﹤0.01%
+174
1887
$5K ﹤0.01%
+129
1888
$5K ﹤0.01%
270
-10
1889
$5K ﹤0.01%
+145
1890
$5K ﹤0.01%
+106
1891
$5K ﹤0.01%
+37
1892
$5K ﹤0.01%
+171
1893
$5K ﹤0.01%
+2,077
1894
$5K ﹤0.01%
+54
1895
$5K ﹤0.01%
+200
1896
$5K ﹤0.01%
+666
1897
$5K ﹤0.01%
+280
1898
$5K ﹤0.01%
+36
1899
$5K ﹤0.01%
+113
1900
$5K ﹤0.01%
+57
74 75
76
77 78