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
2451
$1K ﹤0.01%
+17
2452
$1K ﹤0.01%
+80
2453
$1K ﹤0.01%
+90
2454
$1K ﹤0.01%
+7
2455
$1K ﹤0.01%
+21
2456
$1K ﹤0.01%
+36
2457
$1K ﹤0.01%
+46
2458
$1K ﹤0.01%
+117
2459
$1K ﹤0.01%
+24
2460
$1K ﹤0.01%
+44
2461
$1K ﹤0.01%
+10
2462
$1K ﹤0.01%
+12
2463
$1K ﹤0.01%
+22
2464
$1K ﹤0.01%
+122
2465
$1K ﹤0.01%
+225
2466
$1K ﹤0.01%
+4
2467
$1K ﹤0.01%
+37
2468
$1K ﹤0.01%
+24
2469
$1K ﹤0.01%
+8
2470
$1K ﹤0.01%
+33
2471
$1K ﹤0.01%
+150
2472
$1K ﹤0.01%
+35
2473
$1K ﹤0.01%
+57
2474
$1K ﹤0.01%
+12
2475
$1K ﹤0.01%
+184
97 98
99
100 101