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
2601
$6.07K ﹤0.01%
50
-7
2602
$6.06K ﹤0.01%
46
+25
2603
$6.05K ﹤0.01%
44
+24
2604
$6.05K ﹤0.01%
13
-1
2605
$6.05K ﹤0.01%
37
-20
2606
$6.04K ﹤0.01%
242
-992
2607
$6.03K ﹤0.01%
160
+143
2608
$6.02K ﹤0.01%
253
-68
2609
$6K ﹤0.01%
1,023
-1,810
2610
$5.96K ﹤0.01%
93
+13
2611
$5.96K ﹤0.01%
48
+37
2612
$5.96K ﹤0.01%
78
2613
$5.96K ﹤0.01%
448
2614
$5.93K ﹤0.01%
1,577
-155
2615
$5.92K ﹤0.01%
+1,025
2616
$5.91K ﹤0.01%
80
+51
2617
$5.91K ﹤0.01%
123
+11
2618
$5.87K ﹤0.01%
71
2619
$5.86K ﹤0.01%
2,000
2620
$5.85K ﹤0.01%
178
-2
2621
$5.84K ﹤0.01%
39
2622
$5.84K ﹤0.01%
+336
2623
$5.82K ﹤0.01%
292
+247
2624
$5.82K ﹤0.01%
200
2625
$5.78K ﹤0.01%
87
+62
103 104
105
106 107