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
1251
$69.4K ﹤0.01%
5,243
+2,112
1252
$69.3K ﹤0.01%
573
-25
1253
$69.3K ﹤0.01%
255
+7
1254
$68.7K ﹤0.01%
3,505
-59
1255
$68.2K ﹤0.01%
2,059
1256
$68.2K ﹤0.01%
948
+233
1257
$68.1K ﹤0.01%
1,290
+133
1258
$68K ﹤0.01%
263
+250
1259
$68K ﹤0.01%
1,980
+20
1260
$67.9K ﹤0.01%
2,768
-4,570
1261
$67.8K ﹤0.01%
2,980
+821
1262
$67.7K ﹤0.01%
+6,530
1263
$67.4K ﹤0.01%
1,599
+15
1264
$67.2K ﹤0.01%
231
+3
1265
$67.1K ﹤0.01%
3,368
+278
1266
$67K ﹤0.01%
1,550
1267
$66.9K ﹤0.01%
1,317
+1,209
1268
$66.7K ﹤0.01%
1,345
+130
1269
$66.4K ﹤0.01%
4,302
+1,589
1270
$66.2K ﹤0.01%
2,082
-136
1271
$66.2K ﹤0.01%
8,882
+285
1272
$66K ﹤0.01%
+1,151
1273
$65.6K ﹤0.01%
+2,772
1274
$65.5K ﹤0.01%
754
+511
1275
$65.5K ﹤0.01%
+531
49 50
51
52 53