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
2676
$5.05K ﹤0.01%
38
+22
2677
$5.05K ﹤0.01%
53
-131
2678
$5.03K ﹤0.01%
+101
2679
$5.02K ﹤0.01%
104
-28
2680
$5.01K ﹤0.01%
60
+31
2681
$5.01K ﹤0.01%
500
2682
$5K ﹤0.01%
+85
2683
$4.99K ﹤0.01%
165
-178
2684
$4.97K ﹤0.01%
63
-17
2685
$4.97K ﹤0.01%
391
2686
$4.94K ﹤0.01%
485
2687
$4.93K ﹤0.01%
+50
2688
$4.92K ﹤0.01%
276
-301
2689
$4.92K ﹤0.01%
+72
2690
$4.91K ﹤0.01%
30
2691
$4.88K ﹤0.01%
286
2692
$4.88K ﹤0.01%
77
2693
$4.86K ﹤0.01%
209
-241
2694
$4.83K ﹤0.01%
97
2695
$4.83K ﹤0.01%
19
2696
$4.83K ﹤0.01%
+102
2697
$4.83K ﹤0.01%
100
2698
$4.82K ﹤0.01%
44
2699
$4.82K ﹤0.01%
90
2700
$4.8K ﹤0.01%
26
+7
106 107
108
109 110