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
2276
$6.92K ﹤0.01%
84
-15
2277
$6.9K ﹤0.01%
90
+10
2278
$6.88K ﹤0.01%
+58
2279
$6.86K ﹤0.01%
33
+4
2280
$6.8K ﹤0.01%
92
-5,322
2281
$6.76K ﹤0.01%
522
2282
$6.73K ﹤0.01%
64
+26
2283
$6.72K ﹤0.01%
64
+62
2284
$6.66K ﹤0.01%
241
2285
$6.63K ﹤0.01%
63
2286
$6.6K ﹤0.01%
334
-24
2287
$6.6K ﹤0.01%
55
2288
$6.59K ﹤0.01%
448
2289
$6.57K ﹤0.01%
299
2290
$6.56K ﹤0.01%
33
2291
$6.56K ﹤0.01%
+2,448
2292
$6.55K ﹤0.01%
108
+11
2293
$6.55K ﹤0.01%
202
+11
2294
$6.51K ﹤0.01%
357
2295
$6.48K ﹤0.01%
211
-1,110
2296
$6.45K ﹤0.01%
79
2297
$6.43K ﹤0.01%
849
+70
2298
$6.43K ﹤0.01%
40
+4
2299
$6.41K ﹤0.01%
193
2300
$6.39K ﹤0.01%
+68
90 91
92
93 94