GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$8.05M
2
+$7.02M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$6.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.57M

Top Sells

1
+$9.82M
2
+$8.16M
3
+$5.26M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.89M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

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
2776
$4.05K ﹤0.01%
211
-732
2777
$4.04K ﹤0.01%
+63
2778
$4.04K ﹤0.01%
188
2779
$4.03K ﹤0.01%
164
+16
2780
$4.02K ﹤0.01%
+67
2781
$4.02K ﹤0.01%
350
2782
$4.01K ﹤0.01%
54
2783
$4.01K ﹤0.01%
488
2784
$4K ﹤0.01%
64
-26
2785
$4K ﹤0.01%
902
+664
2786
$3.98K ﹤0.01%
5,103
2787
$3.98K ﹤0.01%
60
2788
$3.98K ﹤0.01%
145
-1,539
2789
$3.98K ﹤0.01%
141
2790
$3.96K ﹤0.01%
236
2791
$3.96K ﹤0.01%
+72
2792
$3.95K ﹤0.01%
30
2793
$3.95K ﹤0.01%
+154
2794
$3.94K ﹤0.01%
202
2795
$3.93K ﹤0.01%
142
+4
2796
$3.92K ﹤0.01%
17
+3
2797
$3.92K ﹤0.01%
81
-93
2798
$3.91K ﹤0.01%
+105
2799
$3.91K ﹤0.01%
401
2800
$3.9K ﹤0.01%
133
+6
110 111
112
113 114