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
1276
$65.4K ﹤0.01%
466
+47
1277
$65.3K ﹤0.01%
696
1278
$65.2K ﹤0.01%
1,317
-34
1279
$65.1K ﹤0.01%
1,112
+95
1280
$65.1K ﹤0.01%
378
-61
1281
$65.1K ﹤0.01%
5,182
+147
1282
$65K ﹤0.01%
3,246
-465
1283
$64.9K ﹤0.01%
565
+378
1284
$64.9K ﹤0.01%
2,315
-190
1285
$64.8K ﹤0.01%
572
-53
1286
$64.8K ﹤0.01%
506
-35
1287
$64.3K ﹤0.01%
1,313
+126
1288
$64.2K ﹤0.01%
2,086
1289
$64.2K ﹤0.01%
1,563
+35
1290
$64.2K ﹤0.01%
786
-8
1291
$64.1K ﹤0.01%
1,401
1292
$64.1K ﹤0.01%
883
-69
1293
$64K ﹤0.01%
1,735
-62
1294
$64K ﹤0.01%
703
+380
1295
$63.9K ﹤0.01%
1,058
-59
1296
$63.9K ﹤0.01%
608
+21
1297
$63.7K ﹤0.01%
3,300
+11
1298
$63.6K ﹤0.01%
522
+2
1299
$63.6K ﹤0.01%
946
-4,875
1300
$63.6K ﹤0.01%
614
+66
50 51
52
53 54