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
$2.68B
AUM Growth
+$292M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,515
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$13M
3
+$8.75M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.2M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$7.07M

Top Sells

1
+$15.7M
2
+$10.1M
3
+$6.58M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
3 Healthcare 3.85%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$3.11K ﹤0.01%
73
+50
2577
$3.1K ﹤0.01%
50
2578
$3.09K ﹤0.01%
+169
2579
$3.09K ﹤0.01%
100
-200
2580
$3.09K ﹤0.01%
239
2581
$3.08K ﹤0.01%
80
2582
$3.08K ﹤0.01%
50
2583
$3.08K ﹤0.01%
189
+3
2584
$3.04K ﹤0.01%
30
-13
2585
$3.03K ﹤0.01%
26
-26
2586
$3.03K ﹤0.01%
482
+120
2587
$3.01K ﹤0.01%
1,400
2588
$3K ﹤0.01%
+70
2589
$2.99K ﹤0.01%
100
2590
$2.99K ﹤0.01%
101
-20
2591
$2.97K ﹤0.01%
400
2592
$2.96K ﹤0.01%
289
2593
$2.95K ﹤0.01%
+75
2594
$2.95K ﹤0.01%
166
+15
2595
$2.94K ﹤0.01%
244
2596
$2.94K ﹤0.01%
+2,000
2597
$2.93K ﹤0.01%
900
2598
$2.93K ﹤0.01%
75
-6
2599
$2.93K ﹤0.01%
37
-50
2600
$2.92K ﹤0.01%
47
102 103
104
105 106