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
2451
$1K ﹤0.01%
+17
2452
$1K ﹤0.01%
+90
2453
$1K ﹤0.01%
+35
2454
$1K ﹤0.01%
+102
2455
$1K ﹤0.01%
+7
2456
$1K ﹤0.01%
+17
2457
$1K ﹤0.01%
+28
2458
$1K ﹤0.01%
+7
2459
$1K ﹤0.01%
+5
2460
$1K ﹤0.01%
+13
2461
$1K ﹤0.01%
+100
2462
$1K ﹤0.01%
+56
2463
$1K ﹤0.01%
+20
2464
$1K ﹤0.01%
+10
2465
$1K ﹤0.01%
66
+63
2466
$1K ﹤0.01%
+55
2467
$1K ﹤0.01%
+106
2468
$1K ﹤0.01%
+10
2469
$1K ﹤0.01%
+5
2470
$1K ﹤0.01%
+93
2471
$1K ﹤0.01%
+38
2472
$1K ﹤0.01%
+16
2473
$1K ﹤0.01%
+104
2474
$1K ﹤0.01%
+18
2475
$1K ﹤0.01%
+49
97 98
99
100 101