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
2276
$2K ﹤0.01%
+106
2277
$2K ﹤0.01%
+152
2278
$2K ﹤0.01%
+45
2279
$2K ﹤0.01%
+19
2280
$2K ﹤0.01%
+37
2281
$2K ﹤0.01%
+265
2282
$1K ﹤0.01%
+28
2283
$1K ﹤0.01%
+13
2284
$1K ﹤0.01%
+17
2285
$1K ﹤0.01%
+13
2286
$1K ﹤0.01%
+294
2287
$1K ﹤0.01%
+200
2288
$1K ﹤0.01%
+14
2289
$1K ﹤0.01%
+34
2290
$1K ﹤0.01%
+17
2291
$1K ﹤0.01%
+7
2292
$1K ﹤0.01%
+10
2293
$1K ﹤0.01%
+44
2294
$1K ﹤0.01%
+55
2295
$1K ﹤0.01%
+106
2296
$1K ﹤0.01%
+5
2297
$1K ﹤0.01%
+117
2298
$1K ﹤0.01%
+93
2299
$1K ﹤0.01%
+38
2300
$1K ﹤0.01%
+16
90 91
92
93 94