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
1876
$5K ﹤0.01%
+2,077
1877
$5K ﹤0.01%
+54
1878
$5K ﹤0.01%
+113
1879
$5K ﹤0.01%
+51
1880
$5K ﹤0.01%
+31
1881
$5K ﹤0.01%
+46
1882
$5K ﹤0.01%
+1,407
1883
$5K ﹤0.01%
+200
1884
$5K ﹤0.01%
+666
1885
$5K ﹤0.01%
+280
1886
$5K ﹤0.01%
+145
1887
$5K ﹤0.01%
+151
1888
$5K ﹤0.01%
+90
1889
$5K ﹤0.01%
+134
1890
$5K ﹤0.01%
+680
1891
$5K ﹤0.01%
+46
1892
$5K ﹤0.01%
+50
1893
$5K ﹤0.01%
+155
1894
$5K ﹤0.01%
+69
1895
$5K ﹤0.01%
+229
1896
$5K ﹤0.01%
+109
1897
$5K ﹤0.01%
+58
1898
$5K ﹤0.01%
+300
1899
$5K ﹤0.01%
+350
1900
$5K ﹤0.01%
+69
74 75
76
77 78