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
2851
$3.51K ﹤0.01%
443
-489
2852
$3.5K ﹤0.01%
70
-40
2853
$3.5K ﹤0.01%
727
+405
2854
$3.5K ﹤0.01%
200
-51
2855
$3.49K ﹤0.01%
165
+153
2856
$3.48K ﹤0.01%
66
2857
$3.47K ﹤0.01%
610
2858
$3.46K ﹤0.01%
71
+19
2859
$3.46K ﹤0.01%
909
2860
$3.44K ﹤0.01%
61
+14
2861
$3.44K ﹤0.01%
516
+2
2862
$3.43K ﹤0.01%
213
-44
2863
$3.41K ﹤0.01%
46
-6
2864
$3.4K ﹤0.01%
53
-53
2865
$3.4K ﹤0.01%
523
-83
2866
$3.4K ﹤0.01%
181
+2
2867
$3.4K ﹤0.01%
215
2868
$3.39K ﹤0.01%
198
+78
2869
$3.38K ﹤0.01%
202
2870
$3.38K ﹤0.01%
37
2871
$3.37K ﹤0.01%
20
-9
2872
$3.36K ﹤0.01%
169
+9
2873
$3.36K ﹤0.01%
102
2874
$3.34K ﹤0.01%
98
2875
$3.33K ﹤0.01%
18
-75
113 114
115
116 117