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
2951
$2.76K ﹤0.01%
38
-23
2952
$2.75K ﹤0.01%
98
-130
2953
$2.75K ﹤0.01%
96
-542
2954
$2.75K ﹤0.01%
+50
2955
$2.74K ﹤0.01%
+590
2956
$2.73K ﹤0.01%
+131
2957
$2.73K ﹤0.01%
+70
2958
$2.73K ﹤0.01%
347
2959
$2.73K ﹤0.01%
70
2960
$2.72K ﹤0.01%
47
-21
2961
$2.72K ﹤0.01%
350
2962
$2.72K ﹤0.01%
208
-277
2963
$2.71K ﹤0.01%
+305
2964
$2.69K ﹤0.01%
57
2965
$2.68K ﹤0.01%
456
2966
$2.68K ﹤0.01%
236
-640
2967
$2.68K ﹤0.01%
73
2968
$2.67K ﹤0.01%
750
-750
2969
$2.66K ﹤0.01%
30
2970
$2.66K ﹤0.01%
91
2971
$2.66K ﹤0.01%
17
2972
$2.65K ﹤0.01%
38
+2
2973
$2.65K ﹤0.01%
+64
2974
$2.65K ﹤0.01%
138
2975
$2.64K ﹤0.01%
96
-10
117 118
119
120 121