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
1901
$5K ﹤0.01%
+51
1902
$5K ﹤0.01%
+209
1903
$5K ﹤0.01%
+343
1904
$5K ﹤0.01%
+144
1905
$5K ﹤0.01%
+39
1906
$5K ﹤0.01%
+52
1907
$5K ﹤0.01%
+839
1908
$5K ﹤0.01%
+999
1909
$5K ﹤0.01%
+200
1910
$5K ﹤0.01%
+103
1911
$5K ﹤0.01%
+165
1912
$5K ﹤0.01%
+48
1913
$5K ﹤0.01%
+151
1914
$5K ﹤0.01%
+42
1915
$5K ﹤0.01%
+25
1916
$5K ﹤0.01%
+350
1917
$5K ﹤0.01%
+79
1918
$5K ﹤0.01%
+31
1919
$5K ﹤0.01%
+221
1920
$5K ﹤0.01%
+159
1921
$5K ﹤0.01%
+46
1922
$5K ﹤0.01%
+1,407
1923
$5K ﹤0.01%
+74
1924
$5K ﹤0.01%
+90
1925
$5K ﹤0.01%
+134
75 76
77
78 79