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
1576
$34.3K ﹤0.01%
577
+17
1577
$34.2K ﹤0.01%
1,242
1578
$34K ﹤0.01%
256
-3
1579
$34K ﹤0.01%
2,520
1580
$33.9K ﹤0.01%
750
1581
$33.9K ﹤0.01%
23,700
1582
$33.9K ﹤0.01%
80
-1
1583
$33.8K ﹤0.01%
393
-8
1584
$33.7K ﹤0.01%
2,067
1585
$33.6K ﹤0.01%
948
-109
1586
$33.6K ﹤0.01%
1,844
-41,291
1587
$33.5K ﹤0.01%
833
+25
1588
$33.5K ﹤0.01%
202
-55
1589
$33.5K ﹤0.01%
238
+115
1590
$33.3K ﹤0.01%
254
+86
1591
$33.3K ﹤0.01%
1,169
1592
$33.3K ﹤0.01%
81
+6
1593
$33.2K ﹤0.01%
1,125
1594
$33.2K ﹤0.01%
2,320
+2,224
1595
$33.1K ﹤0.01%
1,207
+3
1596
$33K ﹤0.01%
474
+1
1597
$32.9K ﹤0.01%
1,829
-160
1598
$32.9K ﹤0.01%
866
-293
1599
$32.9K ﹤0.01%
1,664
+1,364
1600
$32.9K ﹤0.01%
887
-92
62 63
64
65 66