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
2251
$2K ﹤0.01%
+125
2252
$2K ﹤0.01%
+500
2253
$2K ﹤0.01%
+125
2254
$2K ﹤0.01%
+43
2255
$2K ﹤0.01%
+19
2256
$2K ﹤0.01%
+126
2257
$2K ﹤0.01%
+41
2258
$2K ﹤0.01%
+66
2259
$2K ﹤0.01%
+152
2260
$2K ﹤0.01%
+155
2261
$2K ﹤0.01%
+31
2262
$2K ﹤0.01%
+79
2263
$2K ﹤0.01%
+93
2264
$2K ﹤0.01%
+490
2265
$2K ﹤0.01%
+36
2266
$2K ﹤0.01%
+106
2267
$2K ﹤0.01%
+152
2268
$2K ﹤0.01%
+45
2269
$2K ﹤0.01%
+19
2270
$2K ﹤0.01%
+37
2271
$2K ﹤0.01%
+265
2272
$2K ﹤0.01%
+618
2273
$2K ﹤0.01%
+58
2274
$2K ﹤0.01%
+60
2275
$2K ﹤0.01%
+766
89 90
91
92 93