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
$3.49B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,821
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$6.9M
3
+$6.69M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.61M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.52M

Top Sells

1
+$9.82M
2
+$8.15M
3
+$5.25M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.78M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.11M

Sector Composition

1 Technology 11.27%
2 Financials 8.85%
3 Consumer Discretionary 3.8%
4 Healthcare 3.37%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$8.08K ﹤0.01%
162
+4
2477
$8.07K ﹤0.01%
285
-176
2478
$8.04K ﹤0.01%
238
-232
2479
$7.97K ﹤0.01%
179
-57
2480
$7.97K ﹤0.01%
33
2481
$7.93K ﹤0.01%
429
+18
2482
$7.89K ﹤0.01%
210
-1,295
2483
$7.89K ﹤0.01%
+328
2484
$7.88K ﹤0.01%
40
+12
2485
$7.84K ﹤0.01%
251
+166
2486
$7.79K ﹤0.01%
467
-113
2487
$7.78K ﹤0.01%
410
-348
2488
$7.74K ﹤0.01%
42
+23
2489
$7.73K ﹤0.01%
195
+113
2490
$7.7K ﹤0.01%
409
-450
2491
$7.67K ﹤0.01%
666
2492
$7.62K ﹤0.01%
2,141
-3,226
2493
$7.61K ﹤0.01%
+87
2494
$7.61K ﹤0.01%
139
-42
2495
$7.58K ﹤0.01%
198
2496
$7.55K ﹤0.01%
229
-161
2497
$7.55K ﹤0.01%
+311
2498
$7.54K ﹤0.01%
67
-14
2499
$7.53K ﹤0.01%
207
+125
2500
$7.52K ﹤0.01%
65
-45
98 99
100
101 102