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
2726
$4.51K ﹤0.01%
1,014
+1,000
2727
$4.5K ﹤0.01%
73
-36
2728
$4.5K ﹤0.01%
42
+26
2729
$4.5K ﹤0.01%
100
2730
$4.49K ﹤0.01%
900
-71
2731
$4.48K ﹤0.01%
80
2732
$4.47K ﹤0.01%
52
+1
2733
$4.46K ﹤0.01%
94
2734
$4.46K ﹤0.01%
200
+3
2735
$4.46K ﹤0.01%
94
-21
2736
$4.44K ﹤0.01%
30
2737
$4.4K ﹤0.01%
93
-36
2738
$4.4K ﹤0.01%
1,482
+50
2739
$4.4K ﹤0.01%
160
+60
2740
$4.4K ﹤0.01%
87
-2
2741
$4.38K ﹤0.01%
212
+187
2742
$4.38K ﹤0.01%
259
2743
$4.37K ﹤0.01%
300
2744
$4.36K ﹤0.01%
+142
2745
$4.34K ﹤0.01%
37
-46
2746
$4.33K ﹤0.01%
55
-41
2747
$4.33K ﹤0.01%
79
-5
2748
$4.32K ﹤0.01%
+156
2749
$4.31K ﹤0.01%
37
2750
$4.31K ﹤0.01%
91
+21
108 109
110
111 112