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
1851
$18.4K ﹤0.01%
4,107
+89
1852
$18.3K ﹤0.01%
258
+6
1853
$18.3K ﹤0.01%
192
1854
$18.3K ﹤0.01%
185
1855
$18.3K ﹤0.01%
275
+236
1856
$18.2K ﹤0.01%
454
+279
1857
$18.2K ﹤0.01%
258
+2
1858
$18.2K ﹤0.01%
477
+54
1859
$18.1K ﹤0.01%
1,599
+28
1860
$18K ﹤0.01%
285
+20
1861
$17.9K ﹤0.01%
192
+2
1862
$17.9K ﹤0.01%
1,250
+800
1863
$17.9K ﹤0.01%
1,040
1864
$17.8K ﹤0.01%
171
-14
1865
$17.7K ﹤0.01%
301
-51
1866
$17.7K ﹤0.01%
1,203
1867
$17.6K ﹤0.01%
309
-11
1868
$17.6K ﹤0.01%
1,000
1869
$17.6K ﹤0.01%
457
1870
$17.6K ﹤0.01%
241
-3
1871
$17.5K ﹤0.01%
108
+1
1872
$17.5K ﹤0.01%
223
+37
1873
$17.3K ﹤0.01%
372
+2
1874
$17.3K ﹤0.01%
426
+249
1875
$17.2K ﹤0.01%
1,250
73 74
75
76 77