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
2551
$6.71K ﹤0.01%
725
-92
2552
$6.7K ﹤0.01%
+282
2553
$6.7K ﹤0.01%
132
+4
2554
$6.69K ﹤0.01%
61
-20
2555
$6.69K ﹤0.01%
+153
2556
$6.68K ﹤0.01%
3,228
+200
2557
$6.67K ﹤0.01%
301
+1
2558
$6.64K ﹤0.01%
246
+4
2559
$6.62K ﹤0.01%
203
+2
2560
$6.59K ﹤0.01%
193
-15,121
2561
$6.59K ﹤0.01%
350
2562
$6.59K ﹤0.01%
249
+192
2563
$6.54K ﹤0.01%
312
2564
$6.54K ﹤0.01%
176
+6
2565
$6.5K ﹤0.01%
207
-895
2566
$6.49K ﹤0.01%
134
-32
2567
$6.48K ﹤0.01%
81
+22
2568
$6.46K ﹤0.01%
260
2569
$6.46K ﹤0.01%
372
2570
$6.45K ﹤0.01%
+326
2571
$6.44K ﹤0.01%
161
2572
$6.41K ﹤0.01%
270
+4
2573
$6.39K ﹤0.01%
260
-314
2574
$6.35K ﹤0.01%
68
-27
2575
$6.34K ﹤0.01%
146
-46
101 102
103
104 105