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
2526
$7.02K ﹤0.01%
191
+95
2527
$7.01K ﹤0.01%
74
2528
$7K ﹤0.01%
136
2529
$6.99K ﹤0.01%
231
+221
2530
$6.99K ﹤0.01%
556
-260
2531
$6.96K ﹤0.01%
197
+91
2532
$6.93K ﹤0.01%
1,113
2533
$6.92K ﹤0.01%
1,000
-2,050
2534
$6.92K ﹤0.01%
342
2535
$6.9K ﹤0.01%
+271
2536
$6.88K ﹤0.01%
110
2537
$6.88K ﹤0.01%
63
2538
$6.88K ﹤0.01%
1,800
2539
$6.86K ﹤0.01%
168
-283
2540
$6.82K ﹤0.01%
100
-72
2541
$6.81K ﹤0.01%
829
2542
$6.81K ﹤0.01%
55
2543
$6.79K ﹤0.01%
243
-1
2544
$6.76K ﹤0.01%
87
+15
2545
$6.76K ﹤0.01%
390
2546
$6.73K ﹤0.01%
39
-14
2547
$6.72K ﹤0.01%
+232
2548
$6.72K ﹤0.01%
1,000
2549
$6.71K ﹤0.01%
237
-4
2550
$6.71K ﹤0.01%
95
-101
100 101
102
103 104