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
3076
$1.97K ﹤0.01%
105
-40
3077
$1.97K ﹤0.01%
67
+2
3078
$1.96K ﹤0.01%
13
3079
$1.96K ﹤0.01%
8
-2
3080
$1.95K ﹤0.01%
485
3081
$1.94K ﹤0.01%
132
-495
3082
$1.93K ﹤0.01%
146
+100
3083
$1.92K ﹤0.01%
225
3084
$1.91K ﹤0.01%
89
3085
$1.91K ﹤0.01%
35
-38
3086
$1.91K ﹤0.01%
113
-2
3087
$1.91K ﹤0.01%
90
-125
3088
$1.9K ﹤0.01%
14
3089
$1.89K ﹤0.01%
45
3090
$1.89K ﹤0.01%
37
-124
3091
$1.89K ﹤0.01%
+234
3092
$1.88K ﹤0.01%
23
-10
3093
$1.88K ﹤0.01%
362
-250
3094
$1.88K ﹤0.01%
+241
3095
$1.87K ﹤0.01%
37
-24
3096
$1.87K ﹤0.01%
42
-10
3097
$1.87K ﹤0.01%
24
3098
$1.87K ﹤0.01%
22
3099
$1.87K ﹤0.01%
42
-55
3100
$1.86K ﹤0.01%
75
122 123
124
125 126