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
2851
$1.5K ﹤0.01%
20
2852
$1.5K ﹤0.01%
57
+22
2853
$1.5K ﹤0.01%
57
2854
$1.49K ﹤0.01%
46
+12
2855
$1.48K ﹤0.01%
164
2856
$1.48K ﹤0.01%
21
2857
$1.48K ﹤0.01%
70
+35
2858
$1.47K ﹤0.01%
7
+4
2859
$1.47K ﹤0.01%
17,924
2860
$1.47K ﹤0.01%
433
2861
$1.47K ﹤0.01%
117
2862
$1.46K ﹤0.01%
39
+3
2863
$1.46K ﹤0.01%
19
2864
$1.45K ﹤0.01%
61
+38
2865
$1.45K ﹤0.01%
86
-22
2866
$1.44K ﹤0.01%
12
2867
$1.44K ﹤0.01%
41
2868
$1.44K ﹤0.01%
500
2869
$1.43K ﹤0.01%
13
2870
$1.43K ﹤0.01%
17
2871
$1.43K ﹤0.01%
24
-12
2872
$1.43K ﹤0.01%
60
2873
$1.42K ﹤0.01%
31
-5
2874
$1.41K ﹤0.01%
75
2875
$1.4K ﹤0.01%
40
113 114
115
116 117