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
1926
$4K ﹤0.01%
+455
1927
$4K ﹤0.01%
+220
1928
$4K ﹤0.01%
+49
1929
$4K ﹤0.01%
+52
1930
$4K ﹤0.01%
+114
1931
$4K ﹤0.01%
+219
1932
$4K ﹤0.01%
1,248
+94
1933
$4K ﹤0.01%
+93
1934
$4K ﹤0.01%
+27
1935
$4K ﹤0.01%
+56
1936
$4K ﹤0.01%
715
1937
$4K ﹤0.01%
+304
1938
$4K ﹤0.01%
+40
1939
$4K ﹤0.01%
+170
1940
$4K ﹤0.01%
+149
1941
$4K ﹤0.01%
+200
1942
$4K ﹤0.01%
+81
1943
$4K ﹤0.01%
+100
1944
$4K ﹤0.01%
+165
1945
$4K ﹤0.01%
107
+94
1946
$4K ﹤0.01%
+88
1947
$4K ﹤0.01%
+58
1948
$4K ﹤0.01%
+1,400
1949
$4K ﹤0.01%
+94
1950
$4K ﹤0.01%
+51
76 77
78
79 80