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
2276
$2K ﹤0.01%
+136
2277
$2K ﹤0.01%
60
2278
$2K ﹤0.01%
+21
2279
$2K ﹤0.01%
+163
2280
$2K ﹤0.01%
+200
2281
$2K ﹤0.01%
+6
2282
$1K ﹤0.01%
+47
2283
$1K ﹤0.01%
+17
2284
– –
0
2285
$1K ﹤0.01%
+48
2286
$1K ﹤0.01%
+54
2287
$1K ﹤0.01%
42
-45
2288
$1K ﹤0.01%
+35
2289
$1K ﹤0.01%
+67
2290
$1K ﹤0.01%
+114
2291
$1K ﹤0.01%
+24
2292
$1K ﹤0.01%
+64
2293
$1K ﹤0.01%
+52
2294
$1K ﹤0.01%
365
+175
2295
$1K ﹤0.01%
+27
2296
$1K ﹤0.01%
+24
2297
$1K ﹤0.01%
+47
2298
$1K ﹤0.01%
+19
2299
$1K ﹤0.01%
+14
2300
$1K ﹤0.01%
+119
90 91
92
93 94