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
2176
$2K ﹤0.01%
+46
2177
$2K ﹤0.01%
+72
2178
$2K ﹤0.01%
+74
2179
$2K ﹤0.01%
+100
2180
$2K ﹤0.01%
+123
2181
$2K ﹤0.01%
+30
2182
$2K ﹤0.01%
+14
2183
$2K ﹤0.01%
+350
2184
$2K ﹤0.01%
+51
2185
$2K ﹤0.01%
+12
2186
$2K ﹤0.01%
+35
2187
$2K ﹤0.01%
+43
2188
$2K ﹤0.01%
+37
2189
$2K ﹤0.01%
+23
2190
$2K ﹤0.01%
+104
2191
$2K ﹤0.01%
77
+27
2192
$2K ﹤0.01%
+100
2193
$2K ﹤0.01%
+78
2194
$2K ﹤0.01%
+40
2195
$2K ﹤0.01%
+79
2196
$2K ﹤0.01%
+24
2197
$2K ﹤0.01%
+48
2198
$2K ﹤0.01%
+23
2199
$2K ﹤0.01%
+45
2200
$2K ﹤0.01%
+184
86 87
88
89 90