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
2451
$4.37K ﹤0.01%
75
+62
2452
$4.37K ﹤0.01%
21
-20
2453
$4.35K ﹤0.01%
68
+3
2454
$4.35K ﹤0.01%
24
+7
2455
$4.34K ﹤0.01%
46
2456
$4.34K ﹤0.01%
194
-300
2457
$4.34K ﹤0.01%
51
2458
$4.33K ﹤0.01%
264
2459
$4.33K ﹤0.01%
68
-77
2460
$4.3K ﹤0.01%
117
-112
2461
$4.29K ﹤0.01%
37
2462
$4.24K ﹤0.01%
719
2463
$4.24K ﹤0.01%
+92
2464
$4.24K ﹤0.01%
114
+23
2465
$4.22K ﹤0.01%
978
2466
$4.22K ﹤0.01%
512
2467
$4.22K ﹤0.01%
330
2468
$4.21K ﹤0.01%
191
+2
2469
$4.21K ﹤0.01%
87
+74
2470
$4.19K ﹤0.01%
235
+3
2471
$4.19K ﹤0.01%
65
2472
$4.18K ﹤0.01%
97
2473
$4.16K ﹤0.01%
104
-7
2474
$4.15K ﹤0.01%
+105
2475
$4.14K ﹤0.01%
100
97 98
99
100 101