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
2401
$1K ﹤0.01%
+7
2402
$1K ﹤0.01%
+19
2403
$1K ﹤0.01%
+19
2404
$1K ﹤0.01%
+37
2405
$1K ﹤0.01%
+20
2406
$1K ﹤0.01%
+20
2407
$1K ﹤0.01%
+17
2408
$1K ﹤0.01%
+8
2409
$1K ﹤0.01%
+12
2410
$1K ﹤0.01%
+11
2411
$1K ﹤0.01%
+12
2412
$1K ﹤0.01%
+1
2413
$1K ﹤0.01%
+15
2414
$1K ﹤0.01%
+11
2415
$1K ﹤0.01%
+16
2416
$1K ﹤0.01%
+99
2417
$1K ﹤0.01%
+25
2418
$1K ﹤0.01%
+20
2419
$1K ﹤0.01%
+34
2420
$1K ﹤0.01%
+8
2421
$1K ﹤0.01%
+16
2422
$1K ﹤0.01%
+18
2423
$1K ﹤0.01%
+113
2424
$1K ﹤0.01%
+50
2425
$1K ﹤0.01%
+8
95 96
97
98 99