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
2326
$1K ﹤0.01%
+62
2327
$1K ﹤0.01%
+55
2328
$1K ﹤0.01%
+77
2329
$1K ﹤0.01%
+14
2330
$1K ﹤0.01%
+72
2331
$1K ﹤0.01%
+113
2332
$1K ﹤0.01%
+32
2333
$1K ﹤0.01%
+204
2334
$1K ﹤0.01%
+367
2335
$1K ﹤0.01%
+152
2336
$1K ﹤0.01%
50
2337
$1K ﹤0.01%
+15
2338
$1K ﹤0.01%
+128
2339
$1K ﹤0.01%
+500
2340
$1K ﹤0.01%
+22
2341
$1K ﹤0.01%
+57
2342
$1K ﹤0.01%
+17
2343
$1K ﹤0.01%
+54
2344
$1K ﹤0.01%
+16
2345
$1K ﹤0.01%
+10
2346
$1K ﹤0.01%
+31
2347
$1K ﹤0.01%
+3
2348
$1K ﹤0.01%
85
+23
2349
$1K ﹤0.01%
+8
2350
$1K ﹤0.01%
+11
92 93
94
95 96