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
2176
$2K ﹤0.01%
+66
2177
$2K ﹤0.01%
+152
2178
$2K ﹤0.01%
+155
2179
$2K ﹤0.01%
+136
2180
$2K ﹤0.01%
60
2181
$2K ﹤0.01%
+21
2182
$2K ﹤0.01%
+16
2183
$2K ﹤0.01%
1,200
2184
$2K ﹤0.01%
+14
2185
$2K ﹤0.01%
+450
2186
$2K ﹤0.01%
+45
2187
$2K ﹤0.01%
+75
2188
$2K ﹤0.01%
+83
2189
$2K ﹤0.01%
+27
2190
$2K ﹤0.01%
+72
2191
$2K ﹤0.01%
+43
2192
$2K ﹤0.01%
+37
2193
$2K ﹤0.01%
77
+27
2194
$2K ﹤0.01%
+100
2195
$2K ﹤0.01%
+78
2196
$2K ﹤0.01%
+40
2197
$2K ﹤0.01%
+45
2198
$2K ﹤0.01%
+184
2199
$2K ﹤0.01%
+58
2200
$2K ﹤0.01%
59
+2
86 87
88
89 90