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
2301
$6.36K ﹤0.01%
211
+153
2302
$6.35K ﹤0.01%
407
2303
$6.35K ﹤0.01%
300
-200
2304
$6.35K ﹤0.01%
105
2305
$6.35K ﹤0.01%
923
-2,124
2306
$6.34K ﹤0.01%
108
2307
$6.32K ﹤0.01%
63
+40
2308
$6.29K ﹤0.01%
32
2309
$6.27K ﹤0.01%
52
+1
2310
$6.27K ﹤0.01%
124
2311
$6.26K ﹤0.01%
193
-58
2312
$6.25K ﹤0.01%
+125
2313
$6.22K ﹤0.01%
800
2314
$6.17K ﹤0.01%
1,000
2315
$6.17K ﹤0.01%
20
+8
2316
$6.16K ﹤0.01%
+240
2317
$6.16K ﹤0.01%
130
-13,376
2318
$6.13K ﹤0.01%
300
2319
$6.12K ﹤0.01%
+500
2320
$6.1K ﹤0.01%
139
2321
$6.07K ﹤0.01%
77
-590
2322
$6.05K ﹤0.01%
358
2323
$6.05K ﹤0.01%
322
+1
2324
$6.05K ﹤0.01%
32
2325
$6.05K ﹤0.01%
380
-268
91 92
93
94 95