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
1976
$4K ﹤0.01%
65
1977
$4K ﹤0.01%
+124
1978
$4K ﹤0.01%
+293
1979
$4K ﹤0.01%
+942
1980
$4K ﹤0.01%
+196
1981
$4K ﹤0.01%
+112
1982
$4K ﹤0.01%
+1
1983
$4K ﹤0.01%
+114
1984
$4K ﹤0.01%
+263
1985
$4K ﹤0.01%
+116
1986
$4K ﹤0.01%
+94
1987
$4K ﹤0.01%
+78
1988
$4K ﹤0.01%
80
1989
$4K ﹤0.01%
+153
1990
$4K ﹤0.01%
+57
1991
$4K ﹤0.01%
+150
1992
$4K ﹤0.01%
+35
1993
$4K ﹤0.01%
+100
1994
$4K ﹤0.01%
+355
1995
$4K ﹤0.01%
+25
1996
$4K ﹤0.01%
+16
1997
$4K ﹤0.01%
+118
1998
$4K ﹤0.01%
+108
1999
$4K ﹤0.01%
+529
2000
$4K ﹤0.01%
+127
78 79
80
81 82