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
1376
$54.6K ﹤0.01%
1,895
+270
1377
$54.5K ﹤0.01%
683
+645
1378
$54.5K ﹤0.01%
584
+123
1379
$54.4K ﹤0.01%
1,647
1380
$54.2K ﹤0.01%
1,541
-797
1381
$54.1K ﹤0.01%
408
-327
1382
$54K ﹤0.01%
+2,287
1383
$53.9K ﹤0.01%
1,382
+855
1384
$53.8K ﹤0.01%
234
-8
1385
$53.7K ﹤0.01%
3,228
+1,508
1386
$53.7K ﹤0.01%
853
1387
$53.4K ﹤0.01%
1,283
+10
1388
$53.2K ﹤0.01%
1,667
+410
1389
$53.2K ﹤0.01%
692
-62
1390
$52.9K ﹤0.01%
765
-496
1391
$52.9K ﹤0.01%
1,288
-188
1392
$52.8K ﹤0.01%
408
+7
1393
$52.5K ﹤0.01%
899
-874
1394
$52.3K ﹤0.01%
1,862
-1,165
1395
$52.3K ﹤0.01%
1,038
-120
1396
$52.2K ﹤0.01%
1,609
+914
1397
$52.1K ﹤0.01%
2,268
1398
$52.1K ﹤0.01%
1,500
+36
1399
$51.9K ﹤0.01%
413
-322
1400
$51.7K ﹤0.01%
529
+2
54 55
56
57 58