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
2651
$2.56K ﹤0.01%
112
-6
2652
$2.55K ﹤0.01%
34
-5
2653
$2.55K ﹤0.01%
+90
2654
$2.54K ﹤0.01%
427
+234
2655
$2.54K ﹤0.01%
116
2656
$2.53K ﹤0.01%
39
+6
2657
$2.52K ﹤0.01%
10
-1
2658
$2.51K ﹤0.01%
412
2659
$2.5K ﹤0.01%
25
+23
2660
$2.5K ﹤0.01%
2,000
-1,000
2661
$2.49K ﹤0.01%
27
2662
$2.49K ﹤0.01%
240
2663
$2.49K ﹤0.01%
+75
2664
$2.48K ﹤0.01%
20
2665
$2.48K ﹤0.01%
75
2666
$2.47K ﹤0.01%
+50
2667
$2.46K ﹤0.01%
24
-285
2668
$2.46K ﹤0.01%
36
+23
2669
$2.46K ﹤0.01%
76
2670
$2.45K ﹤0.01%
203
2671
$2.45K ﹤0.01%
350
2672
$2.45K ﹤0.01%
76
2673
$2.44K ﹤0.01%
14
2674
$2.44K ﹤0.01%
+100
2675
$2.42K ﹤0.01%
26
-99
105 106
107
108 109