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
2751
$4.29K ﹤0.01%
1,136
+578
2752
$4.29K ﹤0.01%
95
+60
2753
$4.28K ﹤0.01%
50
+3
2754
$4.28K ﹤0.01%
778
2755
$4.27K ﹤0.01%
66
2756
$4.27K ﹤0.01%
550
2757
$4.25K ﹤0.01%
236
-57
2758
$4.24K ﹤0.01%
+202
2759
$4.24K ﹤0.01%
+156
2760
$4.23K ﹤0.01%
+135
2761
$4.22K ﹤0.01%
300
2762
$4.21K ﹤0.01%
+100
2763
$4.21K ﹤0.01%
+263
2764
$4.2K ﹤0.01%
53
-18
2765
$4.19K ﹤0.01%
276
-35
2766
$4.18K ﹤0.01%
301
2767
$4.18K ﹤0.01%
+81
2768
$4.17K ﹤0.01%
36
+7
2769
$4.17K ﹤0.01%
330
2770
$4.15K ﹤0.01%
80
+53
2771
$4.12K ﹤0.01%
+300
2772
$4.11K ﹤0.01%
183
+40
2773
$4.09K ﹤0.01%
177
2774
$4.08K ﹤0.01%
46
+2
2775
$4.06K ﹤0.01%
42
109 110
111
112 113