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
1951
$4K ﹤0.01%
+257
1952
$4K ﹤0.01%
+168
1953
$4K ﹤0.01%
+122
1954
$4K ﹤0.01%
+49
1955
$4K ﹤0.01%
+67
1956
$4K ﹤0.01%
38
+6
1957
$4K ﹤0.01%
+100
1958
$4K ﹤0.01%
+95
1959
$4K ﹤0.01%
+174
1960
$4K ﹤0.01%
+243
1961
$4K ﹤0.01%
+105
1962
$4K ﹤0.01%
+63
1963
$4K ﹤0.01%
+21
1964
$4K ﹤0.01%
+322
1965
$4K ﹤0.01%
100
1966
$4K ﹤0.01%
64
+26
1967
$4K ﹤0.01%
+47
1968
$4K ﹤0.01%
+66
1969
$4K ﹤0.01%
+100
1970
$4K ﹤0.01%
20
+6
1971
$4K ﹤0.01%
+64
1972
$4K ﹤0.01%
+141
1973
$4K ﹤0.01%
+74
1974
$4K ﹤0.01%
+56
1975
$4K ﹤0.01%
+100
77 78
79
80 81