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
2426
$1K ﹤0.01%
+50
2427
$1K ﹤0.01%
+35
2428
$1K ﹤0.01%
+10
2429
$1K ﹤0.01%
+37
2430
$1K ﹤0.01%
+85
2431
$1K ﹤0.01%
125
2432
$1K ﹤0.01%
+8
2433
$1K ﹤0.01%
+14
2434
$1K ﹤0.01%
+33
2435
$1K ﹤0.01%
+9
2436
$1K ﹤0.01%
+36
2437
$1K ﹤0.01%
+16
2438
$1K ﹤0.01%
+9
2439
$1K ﹤0.01%
+14
2440
$1K ﹤0.01%
+5
2441
$1K ﹤0.01%
+150
2442
$1K ﹤0.01%
+35
2443
$1K ﹤0.01%
+57
2444
$1K ﹤0.01%
+12
2445
$1K ﹤0.01%
+28
2446
$1K ﹤0.01%
+13
2447
$1K ﹤0.01%
+49
2448
$1K ﹤0.01%
+17
2449
$1K ﹤0.01%
+14
2450
$1K ﹤0.01%
+34
96 97
98
99 100