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
2226
$7.8K ﹤0.01%
89
+14
2227
$7.76K ﹤0.01%
1,405
+1
2228
$7.73K ﹤0.01%
178
2229
$7.72K ﹤0.01%
81
2230
$7.66K ﹤0.01%
125
-198
2231
$7.64K ﹤0.01%
242
2232
$7.59K ﹤0.01%
28
2233
$7.58K ﹤0.01%
241
-50
2234
$7.57K ﹤0.01%
108
+54
2235
$7.57K ﹤0.01%
319
+50
2236
$7.57K ﹤0.01%
219
-174
2237
$7.56K ﹤0.01%
127
2238
$7.53K ﹤0.01%
97
-7
2239
$7.5K ﹤0.01%
315
2240
$7.47K ﹤0.01%
62
2241
$7.47K ﹤0.01%
84
+13
2242
$7.43K ﹤0.01%
162
2243
$7.43K ﹤0.01%
238
+52
2244
$7.42K ﹤0.01%
+243
2245
$7.4K ﹤0.01%
285
2246
$7.39K ﹤0.01%
207
2247
$7.39K ﹤0.01%
50
2248
$7.38K ﹤0.01%
57
-70
2249
$7.37K ﹤0.01%
222
+75
2250
$7.33K ﹤0.01%
76
-3
88 89
90
91 92