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
2026
$3K ﹤0.01%
66
-110
2027
$3K ﹤0.01%
+38
2028
$3K ﹤0.01%
+47
2029
$3K ﹤0.01%
+50
2030
$3K ﹤0.01%
+197
2031
$3K ﹤0.01%
+155
2032
$3K ﹤0.01%
138
+98
2033
$3K ﹤0.01%
+110
2034
$3K ﹤0.01%
+149
2035
$3K ﹤0.01%
+14
2036
$3K ﹤0.01%
+125
2037
$3K ﹤0.01%
+1,000
2038
$3K ﹤0.01%
+39
2039
$3K ﹤0.01%
+62
2040
$3K ﹤0.01%
+27
2041
$3K ﹤0.01%
+19
2042
$3K ﹤0.01%
+16
2043
$3K ﹤0.01%
+1,000
2044
$3K ﹤0.01%
+70
2045
$3K ﹤0.01%
+103
2046
$3K ﹤0.01%
+84
2047
$3K ﹤0.01%
+175
2048
$3K ﹤0.01%
+63
2049
$3K ﹤0.01%
+15
2050
$3K ﹤0.01%
+63
80 81
82
83 84