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
2076
$3K ﹤0.01%
+36
2077
$3K ﹤0.01%
+170
2078
$3K ﹤0.01%
+89
2079
$3K ﹤0.01%
+49
2080
$3K ﹤0.01%
+45
2081
$3K ﹤0.01%
+273
2082
$3K ﹤0.01%
+46
2083
$3K ﹤0.01%
+61
2084
$3K ﹤0.01%
+40
2085
$3K ﹤0.01%
+260
2086
$3K ﹤0.01%
+39
2087
$3K ﹤0.01%
+51
2088
$3K ﹤0.01%
+114
2089
$3K ﹤0.01%
+400
2090
$3K ﹤0.01%
+10
2091
$3K ﹤0.01%
+28
2092
$3K ﹤0.01%
+47
2093
$3K ﹤0.01%
+63
2094
$3K ﹤0.01%
+113
2095
$3K ﹤0.01%
+114
2096
$3K ﹤0.01%
+140
2097
$3K ﹤0.01%
+69
2098
$3K ﹤0.01%
+203
2099
$3K ﹤0.01%
+101
2100
$3K ﹤0.01%
+27
82 83
84
85 86