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
2301
$1K ﹤0.01%
+104
2302
$1K ﹤0.01%
+18
2303
$1K ﹤0.01%
+47
2304
$1K ﹤0.01%
+17
2305
– –
0
2306
$1K ﹤0.01%
+48
2307
$1K ﹤0.01%
+54
2308
$1K ﹤0.01%
42
-45
2309
$1K ﹤0.01%
+35
2310
$1K ﹤0.01%
+67
2311
$1K ﹤0.01%
+114
2312
$1K ﹤0.01%
+52
2313
$1K ﹤0.01%
365
+175
2314
$1K ﹤0.01%
+27
2315
$1K ﹤0.01%
+24
2316
$1K ﹤0.01%
+47
2317
$1K ﹤0.01%
+23
2318
$1K ﹤0.01%
2
+1
2319
$1K ﹤0.01%
+14
2320
$1K ﹤0.01%
92
+16
2321
$1K ﹤0.01%
+7
2322
$1K ﹤0.01%
+11
2323
$1K ﹤0.01%
+29
2324
$1K ﹤0.01%
+30
2325
$1K ﹤0.01%
+17
91 92
93
94 95