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
2426
$4.6K ﹤0.01%
46
2427
$4.6K ﹤0.01%
550
2428
$4.6K ﹤0.01%
200
2429
$4.57K ﹤0.01%
300
-976
2430
$4.57K ﹤0.01%
130
+87
2431
$4.57K ﹤0.01%
391
2432
$4.57K ﹤0.01%
91
+26
2433
$4.55K ﹤0.01%
114
-12
2434
$4.55K ﹤0.01%
136
2435
$4.54K ﹤0.01%
43
2436
$4.54K ﹤0.01%
390
2437
$4.54K ﹤0.01%
113
2438
$4.5K ﹤0.01%
68
+42
2439
$4.5K ﹤0.01%
84
2440
$4.48K ﹤0.01%
229
+190
2441
$4.46K ﹤0.01%
408
2442
$4.46K ﹤0.01%
97
2443
$4.43K ﹤0.01%
115
-8
2444
$4.43K ﹤0.01%
281
2445
$4.43K ﹤0.01%
48
+35
2446
$4.42K ﹤0.01%
31
2447
$4.42K ﹤0.01%
119
+49
2448
$4.38K ﹤0.01%
56
+11
2449
$4.37K ﹤0.01%
93
2450
$4.37K ﹤0.01%
164
-6
96 97
98
99 100