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
2876
$3.33K ﹤0.01%
14
2877
$3.32K ﹤0.01%
10
2878
$3.32K ﹤0.01%
3
2879
$3.31K ﹤0.01%
97
2880
$3.31K ﹤0.01%
23
+7
2881
$3.31K ﹤0.01%
129
-2,942
2882
$3.31K ﹤0.01%
+128
2883
$3.3K ﹤0.01%
47
-16
2884
$3.3K ﹤0.01%
22
2885
$3.29K ﹤0.01%
447
+294
2886
$3.26K ﹤0.01%
21
2887
$3.24K ﹤0.01%
227
2888
$3.23K ﹤0.01%
6,000
2889
$3.22K ﹤0.01%
43
-1
2890
$3.21K ﹤0.01%
+100
2891
$3.2K ﹤0.01%
73
-27
2892
$3.19K ﹤0.01%
249
+178
2893
$3.19K ﹤0.01%
171
+94
2894
$3.19K ﹤0.01%
100
2895
$3.18K ﹤0.01%
239
2896
$3.18K ﹤0.01%
1,209
-1,074
2897
$3.17K ﹤0.01%
34
-8
2898
$3.17K ﹤0.01%
73
2899
$3.16K ﹤0.01%
1,207
+50
2900
$3.16K ﹤0.01%
73
+49
114 115
116
117 118