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
2351
$1K ﹤0.01%
+47
2352
$1K ﹤0.01%
+56
2353
$1K ﹤0.01%
+55
2354
$1K ﹤0.01%
+53
2355
$1K ﹤0.01%
+46
2356
$1K ﹤0.01%
+4
2357
$1K ﹤0.01%
+40
2358
$1K ﹤0.01%
+3
2359
$1K ﹤0.01%
+17
2360
$1K ﹤0.01%
+33
2361
$1K ﹤0.01%
+80
2362
$1K ﹤0.01%
+8
2363
$1K ﹤0.01%
+17
2364
$1K ﹤0.01%
+27
2365
$1K ﹤0.01%
+41
2366
$1K ﹤0.01%
+30
2367
$1K ﹤0.01%
+5
2368
$1K ﹤0.01%
+15
2369
$1K ﹤0.01%
+4
2370
$1K ﹤0.01%
+49
2371
$1K ﹤0.01%
+141
2372
$1K ﹤0.01%
+13
2373
$1K ﹤0.01%
+83
2374
$1K ﹤0.01%
+28
2375
$1K ﹤0.01%
+52
93 94
95
96 97