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
2576
$6.33K ﹤0.01%
500
2577
$6.32K ﹤0.01%
53
-24
2578
$6.32K ﹤0.01%
220
2579
$6.31K ﹤0.01%
232
-943
2580
$6.28K ﹤0.01%
37
+10
2581
$6.26K ﹤0.01%
1,221
-444
2582
$6.24K ﹤0.01%
103
+20
2583
$6.24K ﹤0.01%
65
-32
2584
$6.23K ﹤0.01%
157
-553
2585
$6.22K ﹤0.01%
122
+8
2586
$6.22K ﹤0.01%
1,056
+885
2587
$6.19K ﹤0.01%
36
+1
2588
$6.18K ﹤0.01%
73
-24
2589
$6.18K ﹤0.01%
150
2590
$6.15K ﹤0.01%
113
-23
2591
$6.15K ﹤0.01%
1,215
2592
$6.15K ﹤0.01%
4,018
2593
$6.14K ﹤0.01%
252
+224
2594
$6.11K ﹤0.01%
800
2595
$6.11K ﹤0.01%
366
+22
2596
$6.1K ﹤0.01%
171
2597
$6.08K ﹤0.01%
133
+12
2598
$6.08K ﹤0.01%
261
-444
2599
$6.08K ﹤0.01%
48
-2
2600
$6.08K ﹤0.01%
267
+12
102 103
104
105 106