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
2876
$1.39K ﹤0.01%
104
2877
$1.38K ﹤0.01%
45
2878
$1.37K ﹤0.01%
32
2879
$1.37K ﹤0.01%
50
2880
$1.37K ﹤0.01%
159
2881
$1.36K ﹤0.01%
147
-800
2882
$1.36K ﹤0.01%
187
2883
$1.36K ﹤0.01%
33
2884
$1.34K ﹤0.01%
60
+21
2885
$1.34K ﹤0.01%
31
-3
2886
$1.34K ﹤0.01%
16
-62
2887
$1.34K ﹤0.01%
210
2888
$1.33K ﹤0.01%
1,675
2889
$1.33K ﹤0.01%
40
2890
$1.33K ﹤0.01%
160
2891
$1.32K ﹤0.01%
29
2892
$1.32K ﹤0.01%
84
-12,188
2893
$1.31K ﹤0.01%
38
+31
2894
$1.3K ﹤0.01%
28
-25
2895
$1.3K ﹤0.01%
21
2896
$1.29K ﹤0.01%
20
2897
$1.29K ﹤0.01%
29
2898
$1.29K ﹤0.01%
+10
2899
$1.28K ﹤0.01%
44
-200
2900
$1.28K ﹤0.01%
357
114 115
116
117 118