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
201
$1.34M 0.11%
+5,327
202
$1.34M 0.11%
+9,282
203
$1.33M 0.1%
17,098
+3,341
204
$1.33M 0.1%
+18,245
205
$1.31M 0.1%
+22,338
206
$1.3M 0.1%
+31,452
207
$1.29M 0.1%
3,840
+1,281
208
$1.29M 0.1%
+52,444
209
$1.29M 0.1%
+67,512
210
$1.29M 0.1%
+8,579
211
$1.28M 0.1%
+15,411
212
$1.28M 0.1%
+35,278
213
$1.27M 0.1%
+54,915
214
$1.27M 0.1%
+2,970
215
$1.27M 0.1%
+11,346
216
$1.27M 0.1%
+61,737
217
$1.26M 0.1%
+23,210
218
$1.26M 0.1%
+29,332
219
$1.26M 0.1%
+13,822
220
$1.24M 0.1%
+36,908
221
$1.23M 0.1%
+71,514
222
$1.22M 0.1%
+6,603
223
$1.2M 0.09%
+65,390
224
$1.2M 0.09%
+15,531
225
$1.19M 0.09%
+23,686
7 8
9
10 11