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
2651
$5.32K ﹤0.01%
200
2652
$5.31K ﹤0.01%
339
2653
$5.29K ﹤0.01%
1,000
2654
$5.29K ﹤0.01%
244
+2
2655
$5.28K ﹤0.01%
1,675
2656
$5.26K ﹤0.01%
85
-31
2657
$5.24K ﹤0.01%
2,000
2658
$5.24K ﹤0.01%
122
+1
2659
$5.22K ﹤0.01%
75
-316
2660
$5.22K ﹤0.01%
395
+80
2661
$5.2K ﹤0.01%
138
+1
2662
$5.2K ﹤0.01%
220
+4
2663
$5.2K ﹤0.01%
224
+87
2664
$5.19K ﹤0.01%
46
+6
2665
$5.18K ﹤0.01%
55
-4
2666
$5.16K ﹤0.01%
300
-1,010
2667
$5.15K ﹤0.01%
147
+99
2668
$5.13K ﹤0.01%
200
-406
2669
$5.12K ﹤0.01%
158
2670
$5.11K ﹤0.01%
+256
2671
$5.1K ﹤0.01%
540
2672
$5.09K ﹤0.01%
31
2673
$5.08K ﹤0.01%
36
2674
$5.08K ﹤0.01%
114
+17
2675
$5.05K ﹤0.01%
+131
105 106
107
108 109