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
2151
$2K ﹤0.01%
+100
2152
$2K ﹤0.01%
+433
2153
$2K ﹤0.01%
+79
2154
$2K ﹤0.01%
+51
2155
$2K ﹤0.01%
+40
2156
$2K ﹤0.01%
31
-78
2157
$2K ﹤0.01%
+190
2158
$2K ﹤0.01%
+71
2159
$2K ﹤0.01%
+33
2160
$2K ﹤0.01%
+50
2161
$2K ﹤0.01%
+59
2162
$2K ﹤0.01%
+69
2163
$2K ﹤0.01%
+60
2164
$2K ﹤0.01%
16
-16
2165
$2K ﹤0.01%
+58
2166
$2K ﹤0.01%
+451
2167
$2K ﹤0.01%
+50
2168
$2K ﹤0.01%
+278
2169
$2K ﹤0.01%
+73
2170
$2K ﹤0.01%
+500
2171
$2K ﹤0.01%
+125
2172
$2K ﹤0.01%
+43
2173
$2K ﹤0.01%
+19
2174
$2K ﹤0.01%
+126
2175
$2K ﹤0.01%
+41
85 86
87
88 89