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
1401
$51.3K ﹤0.01%
2,282
1402
$51.2K ﹤0.01%
1,494
-31
1403
$50.8K ﹤0.01%
1,420
+2
1404
$50.8K ﹤0.01%
104
+1
1405
$50.6K ﹤0.01%
1,007
1406
$50.5K ﹤0.01%
477
+59
1407
$50.4K ﹤0.01%
413
-17
1408
$50.4K ﹤0.01%
1,770
-1,700
1409
$50.3K ﹤0.01%
975
+186
1410
$50.2K ﹤0.01%
6,808
+39
1411
$50.2K ﹤0.01%
1,129
1412
$50.2K ﹤0.01%
359
+1
1413
$50.1K ﹤0.01%
873
1414
$50K ﹤0.01%
1,203
+20
1415
$50K ﹤0.01%
1,000
-20
1416
$50K ﹤0.01%
947
-87
1417
$49.9K ﹤0.01%
916
+49
1418
$49.9K ﹤0.01%
2,730
1419
$49.7K ﹤0.01%
1,279
+242
1420
$49.7K ﹤0.01%
959
+567
1421
$49.5K ﹤0.01%
547
1422
$49.5K ﹤0.01%
1,044
-20
1423
$49.4K ﹤0.01%
10,515
-4,212
1424
$49.2K ﹤0.01%
2,289
1425
$49.1K ﹤0.01%
4,325
+2,037
55 56
57
58 59