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
2701
$4.8K ﹤0.01%
90
2702
$4.78K ﹤0.01%
113
2703
$4.76K ﹤0.01%
40
+1
2704
$4.76K ﹤0.01%
+180
2705
$4.76K ﹤0.01%
162
2706
$4.73K ﹤0.01%
27
-5
2707
$4.73K ﹤0.01%
47
-17
2708
$4.71K ﹤0.01%
+197
2709
$4.71K ﹤0.01%
+1,013
2710
$4.7K ﹤0.01%
504
-14,999
2711
$4.69K ﹤0.01%
478
-3,451
2712
$4.68K ﹤0.01%
188
-160
2713
$4.65K ﹤0.01%
52
-19
2714
$4.62K ﹤0.01%
89
2715
$4.61K ﹤0.01%
637
-540
2716
$4.61K ﹤0.01%
+251
2717
$4.6K ﹤0.01%
15
-3
2718
$4.58K ﹤0.01%
150
-1
2719
$4.57K ﹤0.01%
789
+300
2720
$4.56K ﹤0.01%
105
2721
$4.55K ﹤0.01%
86
+3
2722
$4.53K ﹤0.01%
+1,666
2723
$4.53K ﹤0.01%
+1,004
2724
$4.53K ﹤0.01%
112
-914
2725
$4.52K ﹤0.01%
210
+1
107 108
109
110 111