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
1976
$13.7K ﹤0.01%
289
1977
$13.6K ﹤0.01%
241
-16
1978
$13.6K ﹤0.01%
455
+13
1979
$13.6K ﹤0.01%
395
1980
$13.5K ﹤0.01%
469
-111
1981
$13.5K ﹤0.01%
500
1982
$13.5K ﹤0.01%
55
+8
1983
$13.5K ﹤0.01%
203
-21
1984
$13.5K ﹤0.01%
366
1985
$13.4K ﹤0.01%
657
-333
1986
$13.4K ﹤0.01%
485
1987
$13.3K ﹤0.01%
467
-215
1988
$13.3K ﹤0.01%
242
+15
1989
$13.3K ﹤0.01%
336
+3
1990
$13.3K ﹤0.01%
531
-510
1991
$13.2K ﹤0.01%
226
+25
1992
$13.2K ﹤0.01%
1,278
+1
1993
$13.2K ﹤0.01%
300
-1,686
1994
$13.2K ﹤0.01%
1,000
1995
$13.1K ﹤0.01%
95
+20
1996
$13.1K ﹤0.01%
137
1997
$13.1K ﹤0.01%
8
+1
1998
$13.1K ﹤0.01%
191
1999
$13.1K ﹤0.01%
717
-409
2000
$13K ﹤0.01%
5,290
78 79
80
81 82