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
2776
$1.84K ﹤0.01%
94
2777
$1.83K ﹤0.01%
23
+18
2778
$1.83K ﹤0.01%
34
-432
2779
$1.83K ﹤0.01%
15
2780
$1.82K ﹤0.01%
54
2781
$1.81K ﹤0.01%
170
2782
$1.81K ﹤0.01%
56
2783
$1.81K ﹤0.01%
24
+3
2784
$1.8K ﹤0.01%
29
2785
$1.8K ﹤0.01%
17
2786
$1.78K ﹤0.01%
102
2787
$1.78K ﹤0.01%
+103
2788
$1.77K ﹤0.01%
257
2789
$1.77K ﹤0.01%
34
2790
$1.77K ﹤0.01%
160
2791
$1.75K ﹤0.01%
325
2792
$1.75K ﹤0.01%
364
2793
$1.74K ﹤0.01%
3
2794
$1.74K ﹤0.01%
90
-179
2795
$1.73K ﹤0.01%
37
-50
2796
$1.73K ﹤0.01%
26
2797
$1.73K ﹤0.01%
63
-4
2798
$1.72K ﹤0.01%
214
-78
2799
$1.72K ﹤0.01%
500
2800
$1.72K ﹤0.01%
26
-32
110 111
112
113 114