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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$6.01M
5
AAPL icon
Apple
AAPL
+$4.67M

Sector Composition

1 Technology 8.89%
2 Financials 8.4%
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
1801
$20.6K ﹤0.01%
1,354
-29,318
1802
$20.6K ﹤0.01%
309
-18
1803
$20.6K ﹤0.01%
561
+113
1804
$20.5K ﹤0.01%
1,935
1805
$20.5K ﹤0.01%
123
1806
$20.4K ﹤0.01%
3,245
1807
$20.4K ﹤0.01%
128
-10
1808
$20.4K ﹤0.01%
238
+10
1809
$20.4K ﹤0.01%
303
+148
1810
$20.3K ﹤0.01%
718
+1
1811
$20.3K ﹤0.01%
3,000
1812
$20.2K ﹤0.01%
102
1813
$20.2K ﹤0.01%
260
-115
1814
$20.1K ﹤0.01%
814
+782
1815
$20.1K ﹤0.01%
2,489
-249
1816
$20K ﹤0.01%
2,005
+2,000
1817
$20K ﹤0.01%
110
-591
1818
$20K ﹤0.01%
172
+3
1819
$19.9K ﹤0.01%
922
1820
$19.7K ﹤0.01%
422
1821
$19.6K ﹤0.01%
147
1822
$19.6K ﹤0.01%
45
-3
1823
$19.6K ﹤0.01%
217
+48
1824
$19.6K ﹤0.01%
681
-49
1825
$19.4K ﹤0.01%
221
71 72
73
74 75