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
2201
$2K ﹤0.01%
+220
2202
$2K ﹤0.01%
39
2203
$2K ﹤0.01%
+486
2204
$2K ﹤0.01%
+18
2205
$2K ﹤0.01%
+553
2206
$2K ﹤0.01%
+17
2207
$2K ﹤0.01%
+258
2208
$2K ﹤0.01%
+41
2209
$2K ﹤0.01%
+32
2210
$2K ﹤0.01%
+90
2211
$2K ﹤0.01%
+120
2212
$2K ﹤0.01%
+31
2213
$2K ﹤0.01%
+79
2214
$2K ﹤0.01%
+93
2215
$2K ﹤0.01%
+490
2216
$2K ﹤0.01%
+36
2217
$2K ﹤0.01%
+30
2218
$2K ﹤0.01%
133
-130
2219
$2K ﹤0.01%
+28
2220
$2K ﹤0.01%
+170
2221
$2K ﹤0.01%
+84
2222
$2K ﹤0.01%
+62
2223
$2K ﹤0.01%
+129
2224
$2K ﹤0.01%
+298
2225
$2K ﹤0.01%
+46
87 88
89
90 91