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
1476
$42.7K ﹤0.01%
3,720
+378
1477
$42.3K ﹤0.01%
224
+16
1478
$42.2K ﹤0.01%
231
+10
1479
$42.1K ﹤0.01%
293
-29
1480
$42.1K ﹤0.01%
983
+1
1481
$41.9K ﹤0.01%
1,122
-120
1482
$41.9K ﹤0.01%
835
+145
1483
$41.8K ﹤0.01%
1,615
+4
1484
$41.6K ﹤0.01%
998
1485
$41.6K ﹤0.01%
698
+33
1486
$41.4K ﹤0.01%
1,154
-119
1487
$41.3K ﹤0.01%
+1,294
1488
$41.2K ﹤0.01%
7,610
1489
$41.1K ﹤0.01%
601
-122
1490
$40.9K ﹤0.01%
1,337
1491
$40.9K ﹤0.01%
603
-341
1492
$40.8K ﹤0.01%
420
+64
1493
$40.8K ﹤0.01%
1,305
+362
1494
$40.7K ﹤0.01%
7,413
+148
1495
$40.6K ﹤0.01%
3,685
1496
$40.6K ﹤0.01%
2,385
-1,362
1497
$40.5K ﹤0.01%
1,096
1498
$40.4K ﹤0.01%
366
-5
1499
$40.4K ﹤0.01%
1,357
+73
1500
$40.1K ﹤0.01%
404
-187
58 59
60
61 62