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
1551
$35.6K ﹤0.01%
177
1552
$35.6K ﹤0.01%
85
-1
1553
$35.5K ﹤0.01%
3,025
1554
$35.5K ﹤0.01%
413
1555
$35.5K ﹤0.01%
325
+94
1556
$35.5K ﹤0.01%
727
-1,585
1557
$35.4K ﹤0.01%
391
+375
1558
$35.4K ﹤0.01%
426
+1
1559
$35.4K ﹤0.01%
1,418
-1
1560
$35.4K ﹤0.01%
266
+2
1561
$35.4K ﹤0.01%
458
-25
1562
$35.3K ﹤0.01%
+1,200
1563
$35.3K ﹤0.01%
6,885
+4,000
1564
$35.2K ﹤0.01%
1,723
-116
1565
$35.2K ﹤0.01%
1,173
1566
$35.1K ﹤0.01%
+399
1567
$35.1K ﹤0.01%
293
-360
1568
$34.8K ﹤0.01%
262
+222
1569
$34.8K ﹤0.01%
947
-1,257
1570
$34.8K ﹤0.01%
389
+344
1571
$34.5K ﹤0.01%
817
-70
1572
$34.5K ﹤0.01%
456
+10
1573
$34.5K ﹤0.01%
536
+60
1574
$34.4K ﹤0.01%
+900
1575
$34.3K ﹤0.01%
689
+599
61 62
63
64 65