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
2901
$3.15K ﹤0.01%
128
-1,348
2902
$3.14K ﹤0.01%
68
-33
2903
$3.14K ﹤0.01%
86
+2
2904
$3.13K ﹤0.01%
66
2905
$3.11K ﹤0.01%
140
2906
$3.1K ﹤0.01%
100
2907
$3.09K ﹤0.01%
500
2908
$3.08K ﹤0.01%
50
-23
2909
$3.07K ﹤0.01%
397
2910
$3.07K ﹤0.01%
80
+2
2911
$3.05K ﹤0.01%
+65
2912
$3.04K ﹤0.01%
96
-67
2913
$3.04K ﹤0.01%
28
-16
2914
$3.04K ﹤0.01%
44
-49
2915
$3.02K ﹤0.01%
176
2916
$3.02K ﹤0.01%
262
-42
2917
$3.01K ﹤0.01%
23
+10
2918
$3.01K ﹤0.01%
100
-500
2919
$3K ﹤0.01%
31
2920
$2.98K ﹤0.01%
90
-3
2921
$2.96K ﹤0.01%
1,865
2922
$2.96K ﹤0.01%
244
2923
$2.95K ﹤0.01%
32
2924
$2.94K ﹤0.01%
300
2925
$2.93K ﹤0.01%
67
115 116
117
118 119