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
2976
$2.62K ﹤0.01%
14
2977
$2.61K ﹤0.01%
+15
2978
$2.61K ﹤0.01%
92
2979
$2.6K ﹤0.01%
71
-286
2980
$2.6K ﹤0.01%
34
-12
2981
$2.58K ﹤0.01%
58
-3
2982
$2.56K ﹤0.01%
49
+3
2983
$2.56K ﹤0.01%
30
2984
$2.55K ﹤0.01%
126
2985
$2.54K ﹤0.01%
+400
2986
$2.52K ﹤0.01%
72
-29
2987
$2.51K ﹤0.01%
99
+42
2988
$2.5K ﹤0.01%
126
-84
2989
$2.5K ﹤0.01%
436
+2
2990
$2.5K ﹤0.01%
211
2991
$2.5K ﹤0.01%
157
2992
$2.45K ﹤0.01%
975
2993
$2.44K ﹤0.01%
206
-81
2994
$2.43K ﹤0.01%
53
-6
2995
$2.43K ﹤0.01%
240
2996
$2.43K ﹤0.01%
+80
2997
$2.43K ﹤0.01%
10
-4
2998
$2.41K ﹤0.01%
50
2999
$2.4K ﹤0.01%
+17
3000
$2.39K ﹤0.01%
51
118 119
120
121 122