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
2326
$1K ﹤0.01%
+16
2327
$1K ﹤0.01%
+75
2328
$1K ﹤0.01%
+49
2329
$1K ﹤0.01%
+9
2330
$1K ﹤0.01%
+204
2331
$1K ﹤0.01%
+15
2332
$1K ﹤0.01%
+141
2333
$1K ﹤0.01%
+128
2334
$1K ﹤0.01%
+500
2335
$1K ﹤0.01%
+22
2336
$1K ﹤0.01%
+55
2337
$1K ﹤0.01%
+53
2338
$1K ﹤0.01%
+57
2339
$1K ﹤0.01%
+54
2340
$1K ﹤0.01%
+16
2341
$1K ﹤0.01%
+10
2342
$1K ﹤0.01%
+46
2343
$1K ﹤0.01%
+4
2344
$1K ﹤0.01%
+40
2345
$1K ﹤0.01%
+3
2346
$1K ﹤0.01%
+42
2347
$1K ﹤0.01%
+100
2348
$1K ﹤0.01%
+80
2349
$1K ﹤0.01%
+25
2350
$1K ﹤0.01%
+24
92 93
94
95 96