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
2401
$1K ﹤0.01%
+5
2402
$1K ﹤0.01%
+15
2403
$1K ﹤0.01%
+13
2404
$1K ﹤0.01%
+52
2405
$1K ﹤0.01%
33
+4
2406
$1K ﹤0.01%
+122
2407
$1K ﹤0.01%
+225
2408
$1K ﹤0.01%
+4
2409
$1K ﹤0.01%
+10
2410
$1K ﹤0.01%
+76
2411
$1K ﹤0.01%
+37
2412
$1K ﹤0.01%
+193
2413
$1K ﹤0.01%
+24
2414
$1K ﹤0.01%
+8
2415
$1K ﹤0.01%
+4
2416
$1K ﹤0.01%
+200
2417
$1K ﹤0.01%
23
2418
$1K ﹤0.01%
+33
2419
$1K ﹤0.01%
+56
2420
$1K ﹤0.01%
+175
2421
$1K ﹤0.01%
+30
2422
$1K ﹤0.01%
+55
2423
$1K ﹤0.01%
+57
2424
$1K ﹤0.01%
225
2425
$1K ﹤0.01%
+29
95 96
97
98 99