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
1926
$4K ﹤0.01%
+355
1927
$4K ﹤0.01%
+150
1928
$4K ﹤0.01%
+688
1929
$4K ﹤0.01%
+218
1930
$4K ﹤0.01%
715
1931
$4K ﹤0.01%
+304
1932
$4K ﹤0.01%
+170
1933
$4K ﹤0.01%
+149
1934
$4K ﹤0.01%
+200
1935
$4K ﹤0.01%
+81
1936
$4K ﹤0.01%
+168
1937
$4K ﹤0.01%
+122
1938
$4K ﹤0.01%
+49
1939
$4K ﹤0.01%
+67
1940
$4K ﹤0.01%
38
+6
1941
$4K ﹤0.01%
+100
1942
$4K ﹤0.01%
+95
1943
$4K ﹤0.01%
+174
1944
$4K ﹤0.01%
+243
1945
$4K ﹤0.01%
+105
1946
$4K ﹤0.01%
+263
1947
$4K ﹤0.01%
+116
1948
$4K ﹤0.01%
+94
1949
$4K ﹤0.01%
+78
1950
$4K ﹤0.01%
80
76 77
78
79 80