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
2201
$8.28K ﹤0.01%
1,824
2202
$8.27K ﹤0.01%
690
2203
$8.13K ﹤0.01%
135
2204
$8.13K ﹤0.01%
72
+46
2205
$8.11K ﹤0.01%
347
-3,709
2206
$8.1K ﹤0.01%
2,000
2207
$8.05K ﹤0.01%
982
+21
2208
$8.05K ﹤0.01%
1,000
2209
$8.04K ﹤0.01%
+207
2210
$8.04K ﹤0.01%
122
2211
$8.01K ﹤0.01%
230
-500
2212
$7.95K ﹤0.01%
564
-154
2213
$7.94K ﹤0.01%
505
2214
$7.93K ﹤0.01%
279
-255
2215
$7.92K ﹤0.01%
666
2216
$7.91K ﹤0.01%
700
2217
$7.91K ﹤0.01%
160
2218
$7.9K ﹤0.01%
61
+13
2219
$7.88K ﹤0.01%
228
-199
2220
$7.88K ﹤0.01%
288
2221
$7.86K ﹤0.01%
287
2222
$7.86K ﹤0.01%
300
+5
2223
$7.86K ﹤0.01%
173
-29
2224
$7.84K ﹤0.01%
191
2225
$7.8K ﹤0.01%
+237
87 88
89
90 91