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
1751
$22.9K ﹤0.01%
1,130
-217
1752
$22.8K ﹤0.01%
100
1753
$22.8K ﹤0.01%
798
1754
$22.8K ﹤0.01%
78
1755
$22.8K ﹤0.01%
98
+8
1756
$22.7K ﹤0.01%
781
+134
1757
$22.6K ﹤0.01%
550
1758
$22.5K ﹤0.01%
2,030
1759
$22.4K ﹤0.01%
946
1760
$22.4K ﹤0.01%
1,095
+24
1761
$22.4K ﹤0.01%
+759
1762
$22.2K ﹤0.01%
1,903
1763
$22K ﹤0.01%
850
1764
$22K ﹤0.01%
318
-16
1765
$21.9K ﹤0.01%
1,248
1766
$21.9K ﹤0.01%
562
1767
$21.8K ﹤0.01%
244
1768
$21.8K ﹤0.01%
1,802
1769
$21.8K ﹤0.01%
709
-103
1770
$21.7K ﹤0.01%
145
1771
$21.7K ﹤0.01%
744
+32
1772
$21.6K ﹤0.01%
612
1773
$21.6K ﹤0.01%
7,350
1774
$21.6K ﹤0.01%
543
+22
1775
$21.6K ﹤0.01%
375
+7
69 70
71
72 73