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
2301
$1K ﹤0.01%
+23
2302
$1K ﹤0.01%
+20
2303
$1K ﹤0.01%
2
+1
2304
$1K ﹤0.01%
+14
2305
$1K ﹤0.01%
+6
2306
$1K ﹤0.01%
+13
2307
$1K ﹤0.01%
+14
2308
$1K ﹤0.01%
92
+16
2309
$1K ﹤0.01%
+90
2310
$1K ﹤0.01%
+5
2311
$1K ﹤0.01%
+3
2312
$1K ﹤0.01%
+7
2313
$1K ﹤0.01%
+11
2314
$1K ﹤0.01%
85
+23
2315
$1K ﹤0.01%
+8
2316
$1K ﹤0.01%
+11
2317
$1K ﹤0.01%
+47
2318
$1K ﹤0.01%
+14
2319
$1K ﹤0.01%
+72
2320
$1K ﹤0.01%
+113
2321
$1K ﹤0.01%
+32
2322
$1K ﹤0.01%
+97
2323
$1K ﹤0.01%
+111
2324
$1K ﹤0.01%
+113
2325
$1K ﹤0.01%
+30
91 92
93
94 95