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
2226
$2K ﹤0.01%
+553
2227
$2K ﹤0.01%
+17
2228
$2K ﹤0.01%
+64
2229
$2K ﹤0.01%
+258
2230
$2K ﹤0.01%
+49
2231
$2K ﹤0.01%
+41
2232
$2K ﹤0.01%
+32
2233
$2K ﹤0.01%
+90
2234
$2K ﹤0.01%
+59
2235
$2K ﹤0.01%
+69
2236
$2K ﹤0.01%
+60
2237
$2K ﹤0.01%
+120
2238
$2K ﹤0.01%
+36
2239
$2K ﹤0.01%
+118
2240
$2K ﹤0.01%
+70
2241
$2K ﹤0.01%
+15
2242
$2K ﹤0.01%
+136
2243
$2K ﹤0.01%
+265
2244
$2K ﹤0.01%
16
-16
2245
$2K ﹤0.01%
+58
2246
$2K ﹤0.01%
+451
2247
$2K ﹤0.01%
+50
2248
$2K ﹤0.01%
+278
2249
$2K ﹤0.01%
+73
2250
$2K ﹤0.01%
+129
88 89
90
91 92