GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
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
+$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
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.41%
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
1176
$80K ﹤0.01%
1,532
+27
1177
$80K ﹤0.01%
3,348
+11
1178
$79.9K ﹤0.01%
2,772
-27,639
1179
$79.7K ﹤0.01%
1,675
-4
1180
$79.3K ﹤0.01%
533
-23
1181
$79.3K ﹤0.01%
1,717
+111
1182
$79.2K ﹤0.01%
2,182
-206
1183
$79.1K ﹤0.01%
5,650
-3,000
1184
$78.9K ﹤0.01%
602
-2
1185
$78.7K ﹤0.01%
748
+584
1186
$78.7K ﹤0.01%
1,207
+523
1187
$78.6K ﹤0.01%
1,392
1188
$78.5K ﹤0.01%
2,342
+171
1189
$78.1K ﹤0.01%
1,817
1190
$78.1K ﹤0.01%
22,699
-945
1191
$77.9K ﹤0.01%
695
-56
1192
$77.4K ﹤0.01%
2,231
-16
1193
$77.4K ﹤0.01%
411
+101
1194
$77.2K ﹤0.01%
71,462
+15,112
1195
$77K ﹤0.01%
802
+56
1196
$76.8K ﹤0.01%
+1,830
1197
$76.8K ﹤0.01%
1,526
-445
1198
$76.6K ﹤0.01%
1,310
+24
1199
$76.6K ﹤0.01%
+2,533
1200
$76.5K ﹤0.01%
1,507
-22
46 47
48
49 50