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
2151
$2K ﹤0.01%
+30
2152
$2K ﹤0.01%
133
-130
2153
$2K ﹤0.01%
+177
2154
$2K ﹤0.01%
+120
2155
$2K ﹤0.01%
40
-19
2156
$2K ﹤0.01%
+8
2157
$2K ﹤0.01%
+30
2158
$2K ﹤0.01%
+28
2159
$2K ﹤0.01%
+57
2160
$2K ﹤0.01%
+132
2161
$2K ﹤0.01%
+39
2162
$2K ﹤0.01%
+33
2163
$2K ﹤0.01%
100
2164
$2K ﹤0.01%
+54
2165
$2K ﹤0.01%
+51
2166
$2K ﹤0.01%
+40
2167
$2K ﹤0.01%
31
-78
2168
$2K ﹤0.01%
+39
2169
$2K ﹤0.01%
+22
2170
$2K ﹤0.01%
+28
2171
$2K ﹤0.01%
+190
2172
$2K ﹤0.01%
+75
2173
$2K ﹤0.01%
+83
2174
$2K ﹤0.01%
+27
2175
$2K ﹤0.01%
+339
85 86
87
88 89