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
3051
$2.16K ﹤0.01%
420
3052
$2.16K ﹤0.01%
45
3053
$2.15K ﹤0.01%
+113
3054
$2.14K ﹤0.01%
+41
3055
$2.13K ﹤0.01%
+57
3056
$2.13K ﹤0.01%
109
-4
3057
$2.12K ﹤0.01%
123
3058
$2.09K ﹤0.01%
+400
3059
$2.08K ﹤0.01%
30
+9
3060
$2.07K ﹤0.01%
34
3061
$2.07K ﹤0.01%
15
-922
3062
$2.05K ﹤0.01%
244
3063
$2.05K ﹤0.01%
100
3064
$2.04K ﹤0.01%
106
+1
3065
$2.04K ﹤0.01%
16
3066
$2.04K ﹤0.01%
+144
3067
$2.03K ﹤0.01%
40
3068
$2.02K ﹤0.01%
96
+18
3069
$2.01K ﹤0.01%
170
3070
$2.01K ﹤0.01%
74
3071
$2.01K ﹤0.01%
95
-40
3072
$1.99K ﹤0.01%
35
3073
$1.99K ﹤0.01%
52
3074
$1.99K ﹤0.01%
+50
3075
$1.98K ﹤0.01%
32
121 122
123
124 125