GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$7.81M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$6.68M

Top Sells

1
+$15.7M
2
+$9.74M
3
+$6.34M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.02M
5
AAPL icon
Apple
AAPL
+$4.95M

Sector Composition

1 Technology 8.89%
2 Financials 8.41%
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
3376
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0
3377
$1 ﹤0.01%
2
3378
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3379
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3380
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3381
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3382
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3385
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3386
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3388
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3389
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3390
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3391
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3392
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3393
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3394
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3395
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3397
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3398
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3399
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3400
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134 135
136
137 138