GRP

Global Retirement Partners Portfolio holdings

AUM $4.04B
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
2626
$2.72K ﹤0.01%
31
-144
2627
$2.72K ﹤0.01%
48
2628
$2.71K ﹤0.01%
500
2629
$2.71K ﹤0.01%
178
-949
2630
$2.71K ﹤0.01%
52
2631
$2.69K ﹤0.01%
96
2632
$2.69K ﹤0.01%
300
2633
$2.68K ﹤0.01%
38
2634
$2.67K ﹤0.01%
36
+20
2635
$2.66K ﹤0.01%
+100
2636
$2.66K ﹤0.01%
95
2637
$2.66K ﹤0.01%
31
2638
$2.65K ﹤0.01%
244
2639
$2.65K ﹤0.01%
17
2640
$2.63K ﹤0.01%
57
2641
$2.63K ﹤0.01%
100
2642
$2.63K ﹤0.01%
5
2643
$2.61K ﹤0.01%
975
2644
$2.61K ﹤0.01%
500
2645
$2.6K ﹤0.01%
50
2646
$2.6K ﹤0.01%
29
2647
$2.58K ﹤0.01%
68
2648
$2.58K ﹤0.01%
21
-2
2649
$2.57K ﹤0.01%
42
2650
$2.57K ﹤0.01%
35
104 105
106
107 108