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
2626
$5.67K ﹤0.01%
269
2627
$5.64K ﹤0.01%
56
+38
2628
$5.63K ﹤0.01%
50
-250
2629
$5.63K ﹤0.01%
+10,000
2630
$5.62K ﹤0.01%
37
-27
2631
$5.6K ﹤0.01%
576
2632
$5.58K ﹤0.01%
62
2633
$5.56K ﹤0.01%
54
-49
2634
$5.56K ﹤0.01%
161
+35
2635
$5.55K ﹤0.01%
241
+104
2636
$5.55K ﹤0.01%
54
+1
2637
$5.53K ﹤0.01%
125
+20
2638
$5.51K ﹤0.01%
2,730
2639
$5.51K ﹤0.01%
150
-603
2640
$5.48K ﹤0.01%
972
-467
2641
$5.47K ﹤0.01%
129
-1
2642
$5.44K ﹤0.01%
+200
2643
$5.43K ﹤0.01%
800
2644
$5.41K ﹤0.01%
61
-31
2645
$5.4K ﹤0.01%
+225
2646
$5.4K ﹤0.01%
+700
2647
$5.39K ﹤0.01%
106
-34
2648
$5.38K ﹤0.01%
841
2649
$5.37K ﹤0.01%
+190
2650
$5.32K ﹤0.01%
204
-21
104 105
106
107 108