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
2201
$2K ﹤0.01%
+58
2202
$2K ﹤0.01%
+75
2203
$2K ﹤0.01%
+647
2204
$2K ﹤0.01%
+48
2205
$2K ﹤0.01%
220
2206
$2K ﹤0.01%
+68
2207
$2K ﹤0.01%
+253
2208
$2K ﹤0.01%
+30
2209
$2K ﹤0.01%
18
+10
2210
$2K ﹤0.01%
59
+2
2211
$2K ﹤0.01%
+220
2212
$2K ﹤0.01%
39
2213
$2K ﹤0.01%
+486
2214
$2K ﹤0.01%
+170
2215
$2K ﹤0.01%
+18
2216
$2K ﹤0.01%
+174
2217
$2K ﹤0.01%
42
+28
2218
$2K ﹤0.01%
+22
2219
$2K ﹤0.01%
+84
2220
$2K ﹤0.01%
+62
2221
$2K ﹤0.01%
+64
2222
$2K ﹤0.01%
+71
2223
$2K ﹤0.01%
+33
2224
$2K ﹤0.01%
+50
2225
$2K ﹤0.01%
+15
87 88
89
90 91