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
3026
$2.29K ﹤0.01%
43
3027
$2.29K ﹤0.01%
351
+141
3028
$2.28K ﹤0.01%
76
3029
$2.27K ﹤0.01%
25
-13
3030
$2.26K ﹤0.01%
30
-4
3031
$2.26K ﹤0.01%
48
-38
3032
$2.25K ﹤0.01%
29
-18
3033
$2.25K ﹤0.01%
1,400
3034
$2.25K ﹤0.01%
3,000
3035
$2.23K ﹤0.01%
15
3036
$2.23K ﹤0.01%
114
+60
3037
$2.23K ﹤0.01%
62
-38
3038
$2.22K ﹤0.01%
+152
3039
$2.22K ﹤0.01%
+72
3040
$2.21K ﹤0.01%
139
-14
3041
$2.21K ﹤0.01%
59
+12
3042
$2.21K ﹤0.01%
106
3043
$2.21K ﹤0.01%
101
-49
3044
$2.2K ﹤0.01%
64
-296
3045
$2.2K ﹤0.01%
56
-1,969
3046
$2.2K ﹤0.01%
66
-19
3047
$2.19K ﹤0.01%
34
3048
$2.18K ﹤0.01%
408
3049
$2.17K ﹤0.01%
300
+145
3050
$2.16K ﹤0.01%
70
-49
120 121
122
123 124