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
2376
$1K ﹤0.01%
23
2377
$1K ﹤0.01%
+10
2378
$1K ﹤0.01%
+24
2379
$1K ﹤0.01%
+64
2380
$1K ﹤0.01%
+111
2381
$1K ﹤0.01%
+113
2382
$1K ﹤0.01%
+30
2383
$1K ﹤0.01%
+16
2384
$1K ﹤0.01%
+75
2385
$1K ﹤0.01%
+5
2386
$1K ﹤0.01%
+24
2387
$1K ﹤0.01%
21
-79
2388
$1K ﹤0.01%
+18
2389
$1K ﹤0.01%
+14
2390
$1K ﹤0.01%
+75
2391
$1K ﹤0.01%
+295
2392
$1K ﹤0.01%
+101
2393
$1K ﹤0.01%
+33
2394
$1K ﹤0.01%
+9
2395
$1K ﹤0.01%
+36
2396
$1K ﹤0.01%
+8
2397
$1K ﹤0.01%
+3
2398
$1K ﹤0.01%
+11
2399
$1K ﹤0.01%
+78
2400
$1K ﹤0.01%
+30
94 95
96
97 98