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
2376
$1K ﹤0.01%
+44
2377
$1K ﹤0.01%
35
+1
2378
$1K ﹤0.01%
+8
2379
$1K ﹤0.01%
+8
2380
$1K ﹤0.01%
+10
2381
$1K ﹤0.01%
+12
2382
$1K ﹤0.01%
+22
2383
$1K ﹤0.01%
+30
2384
$1K ﹤0.01%
+16
2385
$1K ﹤0.01%
+18
2386
$1K ﹤0.01%
+49
2387
$1K ﹤0.01%
+29
2388
$1K ﹤0.01%
+83
2389
$1K ﹤0.01%
+28
2390
$1K ﹤0.01%
+15
2391
$1K ﹤0.01%
+24
2392
$1K ﹤0.01%
+25
2393
$1K ﹤0.01%
+8
2394
$1K ﹤0.01%
+23
2395
$1K ﹤0.01%
+7
2396
$1K ﹤0.01%
+32
2397
$1K ﹤0.01%
+13
2398
$1K ﹤0.01%
+8
2399
$1K ﹤0.01%
+168
2400
$1K ﹤0.01%
+80
94 95
96
97 98