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
2826
$3.71K ﹤0.01%
55
-25
2827
$3.71K ﹤0.01%
49
2828
$3.69K ﹤0.01%
+51
2829
$3.67K ﹤0.01%
48
+1
2830
$3.67K ﹤0.01%
79
-75
2831
$3.66K ﹤0.01%
37
-230
2832
$3.65K ﹤0.01%
+51
2833
$3.65K ﹤0.01%
69
-5
2834
$3.65K ﹤0.01%
63
2835
$3.64K ﹤0.01%
63
-2
2836
$3.63K ﹤0.01%
76
+25
2837
$3.63K ﹤0.01%
64
-13
2838
$3.6K ﹤0.01%
226
+2
2839
$3.59K ﹤0.01%
18
2840
$3.58K ﹤0.01%
57
-41
2841
$3.57K ﹤0.01%
52
2842
$3.57K ﹤0.01%
51
-16
2843
$3.56K ﹤0.01%
107
+13
2844
$3.55K ﹤0.01%
48
-20
2845
$3.55K ﹤0.01%
43
2846
$3.53K ﹤0.01%
10
-19
2847
$3.53K ﹤0.01%
+81
2848
$3.52K ﹤0.01%
45
-5
2849
$3.51K ﹤0.01%
128
+22
2850
$3.51K ﹤0.01%
28
-18
112 113
114
115 116