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
2801
$1.71K ﹤0.01%
190
-242
2802
$1.71K ﹤0.01%
400
2803
$1.71K ﹤0.01%
50
2804
$1.71K ﹤0.01%
80
2805
$1.71K ﹤0.01%
65
-14
2806
$1.7K ﹤0.01%
343
+6
2807
$1.7K ﹤0.01%
89
-200
2808
$1.69K ﹤0.01%
100
2809
$1.69K ﹤0.01%
52
+19
2810
$1.69K ﹤0.01%
45
2811
$1.69K ﹤0.01%
15
2812
$1.68K ﹤0.01%
16
2813
$1.68K ﹤0.01%
50
2814
$1.67K ﹤0.01%
33
2815
$1.67K ﹤0.01%
67
2816
$1.67K ﹤0.01%
17
2817
$1.66K ﹤0.01%
+691
2818
$1.65K ﹤0.01%
120
2819
$1.65K ﹤0.01%
30
+23
2820
$1.64K ﹤0.01%
90
2821
$1.63K ﹤0.01%
26
2822
$1.63K ﹤0.01%
47
2823
$1.63K ﹤0.01%
+800
2824
$1.62K ﹤0.01%
+880
2825
$1.62K ﹤0.01%
35
111 112
113
114 115