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
2926
$2.93K ﹤0.01%
426
-62
2927
$2.92K ﹤0.01%
289
2928
$2.92K ﹤0.01%
185
+5
2929
$2.9K ﹤0.01%
222
+200
2930
$2.88K ﹤0.01%
98
2931
$2.87K ﹤0.01%
17
2932
$2.85K ﹤0.01%
44
2933
$2.85K ﹤0.01%
390
-125
2934
$2.84K ﹤0.01%
40
-43
2935
$2.84K ﹤0.01%
26
2936
$2.84K ﹤0.01%
100
2937
$2.84K ﹤0.01%
79
-925
2938
$2.83K ﹤0.01%
100
2939
$2.82K ﹤0.01%
300
2940
$2.82K ﹤0.01%
27
+1
2941
$2.81K ﹤0.01%
78
+15
2942
$2.81K ﹤0.01%
38
2943
$2.81K ﹤0.01%
72
-44
2944
$2.8K ﹤0.01%
91
+77
2945
$2.79K ﹤0.01%
72
-28
2946
$2.79K ﹤0.01%
+5,000
2947
$2.79K ﹤0.01%
117
-284
2948
$2.78K ﹤0.01%
100
2949
$2.77K ﹤0.01%
15
2950
$2.77K ﹤0.01%
147
-17
116 117
118
119 120