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
2501
$7.52K ﹤0.01%
+74
2502
$7.48K ﹤0.01%
8,500
2503
$7.47K ﹤0.01%
+1,480
2504
$7.47K ﹤0.01%
256
-2,454
2505
$7.45K ﹤0.01%
83
2506
$7.45K ﹤0.01%
238
+77
2507
$7.44K ﹤0.01%
280
+118
2508
$7.42K ﹤0.01%
155
+40
2509
$7.4K ﹤0.01%
113
+95
2510
$7.39K ﹤0.01%
80
-4
2511
$7.38K ﹤0.01%
57
+16
2512
$7.37K ﹤0.01%
1,000
-1,000
2513
$7.36K ﹤0.01%
177
+39
2514
$7.36K ﹤0.01%
+213
2515
$7.36K ﹤0.01%
556
-2,617
2516
$7.34K ﹤0.01%
162
2517
$7.33K ﹤0.01%
517
2518
$7.28K ﹤0.01%
88
2519
$7.24K ﹤0.01%
2,540
-1,600
2520
$7.14K ﹤0.01%
1,587
2521
$7.14K ﹤0.01%
77
+8
2522
$7.12K ﹤0.01%
432
2523
$7.06K ﹤0.01%
198
+82
2524
$7.06K ﹤0.01%
121
-47
2525
$7.05K ﹤0.01%
140
-15
99 100
101
102 103