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
2801
$3.9K ﹤0.01%
1,300
-2,770
2802
$3.89K ﹤0.01%
+157
2803
$3.88K ﹤0.01%
1,000
2804
$3.86K ﹤0.01%
101
-40
2805
$3.86K ﹤0.01%
343
2806
$3.85K ﹤0.01%
214
-138
2807
$3.84K ﹤0.01%
308
+305
2808
$3.84K ﹤0.01%
27
2809
$3.83K ﹤0.01%
41
+14
2810
$3.81K ﹤0.01%
150
2811
$3.81K ﹤0.01%
362
+194
2812
$3.8K ﹤0.01%
106
-2
2813
$3.8K ﹤0.01%
69
-884
2814
$3.8K ﹤0.01%
66
-22
2815
$3.79K ﹤0.01%
75
-878
2816
$3.79K ﹤0.01%
100
2817
$3.79K ﹤0.01%
48
-3,428
2818
$3.79K ﹤0.01%
219
2819
$3.78K ﹤0.01%
181
+8
2820
$3.77K ﹤0.01%
1,113
2821
$3.75K ﹤0.01%
100
2822
$3.74K ﹤0.01%
+157
2823
$3.74K ﹤0.01%
175
-276
2824
$3.74K ﹤0.01%
140
+3
2825
$3.72K ﹤0.01%
33
111 112
113
114 115