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
2026
$3K ﹤0.01%
+39
2027
$3K ﹤0.01%
+112
2028
$3K ﹤0.01%
+130
2029
$3K ﹤0.01%
+21
2030
$3K ﹤0.01%
+113
2031
$3K ﹤0.01%
+84
2032
$3K ﹤0.01%
+175
2033
$3K ﹤0.01%
+63
2034
$3K ﹤0.01%
+144
2035
$3K ﹤0.01%
+122
2036
$3K ﹤0.01%
+50
2037
$3K ﹤0.01%
+127
2038
$3K ﹤0.01%
+94
2039
$3K ﹤0.01%
+95
2040
$3K ﹤0.01%
+93
2041
$3K ﹤0.01%
+105
2042
$3K ﹤0.01%
+54
2043
$3K ﹤0.01%
56
+42
2044
$3K ﹤0.01%
+62
2045
$3K ﹤0.01%
+610
2046
$3K ﹤0.01%
184
+1
2047
$3K ﹤0.01%
+197
2048
$3K ﹤0.01%
+153
2049
$3K ﹤0.01%
+37
2050
$3K ﹤0.01%
+63
80 81
82
83 84