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
2351
$1K ﹤0.01%
+11
2352
$1K ﹤0.01%
+35
2353
$1K ﹤0.01%
+17
2354
$1K ﹤0.01%
+42
2355
$1K ﹤0.01%
+15
2356
$1K ﹤0.01%
+80
2357
$1K ﹤0.01%
+90
2358
$1K ﹤0.01%
+28
2359
$1K ﹤0.01%
+13
2360
$1K ﹤0.01%
+82
2361
$1K ﹤0.01%
+38
2362
$1K ﹤0.01%
+30
2363
$1K ﹤0.01%
+84
2364
$1K ﹤0.01%
+21
2365
$1K ﹤0.01%
+8
2366
$1K ﹤0.01%
+17
2367
$1K ﹤0.01%
+27
2368
$1K ﹤0.01%
+41
2369
$1K ﹤0.01%
+10
2370
$1K ﹤0.01%
+13
2371
$1K ﹤0.01%
+36
2372
$1K ﹤0.01%
+46
2373
$1K ﹤0.01%
+117
2374
$1K ﹤0.01%
+59
2375
$1K ﹤0.01%
+24
93 94
95
96 97