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
2426
$1K ﹤0.01%
+52
2427
$1K ﹤0.01%
+61
2428
$1K ﹤0.01%
+21
2429
$1K ﹤0.01%
+40
2430
$1K ﹤0.01%
+15
2431
$1K ﹤0.01%
+34
2432
$1K ﹤0.01%
+4
2433
$1K ﹤0.01%
+249
2434
$1K ﹤0.01%
+4
2435
$1K ﹤0.01%
+49
2436
$1K ﹤0.01%
+40
2437
$1K ﹤0.01%
40
2438
$1K ﹤0.01%
17
-5
2439
$1K ﹤0.01%
+20
2440
$1K ﹤0.01%
+40
2441
$1K ﹤0.01%
+22
2442
$1K ﹤0.01%
109
+19
2443
$1K ﹤0.01%
+24
2444
$1K ﹤0.01%
+9
2445
$1K ﹤0.01%
50
2446
$1K ﹤0.01%
+24
2447
$1K ﹤0.01%
+98
2448
$1K ﹤0.01%
+24
2449
$1K ﹤0.01%
+11
2450
$1K ﹤0.01%
+35
96 97
98
99 100