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
1526
$38.1K ﹤0.01%
1,542
1527
$38K ﹤0.01%
942
1528
$38K ﹤0.01%
622
-2
1529
$38K ﹤0.01%
450
+1
1530
$37.9K ﹤0.01%
1,087
-47
1531
$37.8K ﹤0.01%
257
+72
1532
$37.7K ﹤0.01%
1,757
+900
1533
$37.6K ﹤0.01%
994
-256
1534
$37.5K ﹤0.01%
197
+158
1535
$37.3K ﹤0.01%
173
-90
1536
$37.3K ﹤0.01%
10,533
1537
$37.2K ﹤0.01%
1,638
-379
1538
$37.2K ﹤0.01%
158
+8
1539
$37.2K ﹤0.01%
201
-156
1540
$37.1K ﹤0.01%
3,259
+1,691
1541
$36.9K ﹤0.01%
163
+24
1542
$36.6K ﹤0.01%
1,006
1543
$36.6K ﹤0.01%
6,890
-795
1544
$36.5K ﹤0.01%
88
+5
1545
$36.5K ﹤0.01%
121
+82
1546
$36.3K ﹤0.01%
331
+30
1547
$35.8K ﹤0.01%
1,483
-126
1548
$35.8K ﹤0.01%
1,557
-1,970
1549
$35.7K ﹤0.01%
+397
1550
$35.7K ﹤0.01%
1,478
+13
60 61
62
63 64