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
1901
$5K ﹤0.01%
+152
1902
$5K ﹤0.01%
+220
1903
$5K ﹤0.01%
+975
1904
$5K ﹤0.01%
+200
1905
$5K ﹤0.01%
120
+11
1906
$5K ﹤0.01%
+70
1907
$5K ﹤0.01%
+150
1908
$5K ﹤0.01%
+355
1909
$5K ﹤0.01%
+212
1910
$5K ﹤0.01%
+61
1911
$5K ﹤0.01%
+70
1912
$5K ﹤0.01%
+440
1913
$5K ﹤0.01%
+77
1914
$5K ﹤0.01%
+174
1915
$5K ﹤0.01%
+145
1916
$5K ﹤0.01%
+174
1917
$5K ﹤0.01%
+129
1918
$5K ﹤0.01%
270
-10
1919
$5K ﹤0.01%
+209
1920
$5K ﹤0.01%
+343
1921
$5K ﹤0.01%
+144
1922
$5K ﹤0.01%
+160
1923
$5K ﹤0.01%
+79
1924
$5K ﹤0.01%
+221
1925
$5K ﹤0.01%
+159
75 76
77
78 79