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
2001
$4K ﹤0.01%
+157
2002
$4K ﹤0.01%
139
2003
$4K ﹤0.01%
156
+91
2004
$4K ﹤0.01%
+503
2005
$4K ﹤0.01%
+500
2006
$4K ﹤0.01%
+688
2007
$4K ﹤0.01%
+218
2008
$4K ﹤0.01%
+150
2009
$3K ﹤0.01%
+50
2010
$3K ﹤0.01%
+122
2011
$3K ﹤0.01%
+248
2012
$3K ﹤0.01%
+104
2013
$3K ﹤0.01%
+40
2014
$3K ﹤0.01%
+260
2015
$3K ﹤0.01%
+47
2016
$3K ﹤0.01%
+63
2017
$3K ﹤0.01%
+113
2018
$3K ﹤0.01%
+114
2019
$3K ﹤0.01%
+140
2020
$3K ﹤0.01%
+69
2021
$3K ﹤0.01%
+203
2022
$3K ﹤0.01%
+101
2023
$3K ﹤0.01%
+27
2024
$3K ﹤0.01%
+50
2025
$3K ﹤0.01%
+136
79 80
81
82 83