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
2901
$1.28K ﹤0.01%
23
2902
$1.27K ﹤0.01%
4
-1
2903
$1.26K ﹤0.01%
22
2904
$1.25K ﹤0.01%
205
+146
2905
$1.25K ﹤0.01%
8
-77
2906
$1.25K ﹤0.01%
63
2907
$1.25K ﹤0.01%
34
+11
2908
$1.24K ﹤0.01%
18
2909
$1.24K ﹤0.01%
25
2910
$1.23K ﹤0.01%
193
2911
$1.23K ﹤0.01%
52
-131
2912
$1.22K ﹤0.01%
19
2913
$1.22K ﹤0.01%
19
-197
2914
$1.22K ﹤0.01%
350
2915
$1.22K ﹤0.01%
77
+13
2916
$1.21K ﹤0.01%
31
2917
$1.21K ﹤0.01%
52
-61
2918
$1.2K ﹤0.01%
106
2919
$1.18K ﹤0.01%
88
2920
$1.18K ﹤0.01%
5
2921
$1.17K ﹤0.01%
7
-2
2922
$1.17K ﹤0.01%
98
2923
$1.17K ﹤0.01%
22
2924
$1.17K ﹤0.01%
28
2925
$1.16K ﹤0.01%
400
115 116
117
118 119