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
3101
$1.86K ﹤0.01%
29
-13
3102
$1.85K ﹤0.01%
73
3103
$1.85K ﹤0.01%
+77
3104
$1.84K ﹤0.01%
15
-18
3105
$1.83K ﹤0.01%
50
-64
3106
$1.83K ﹤0.01%
93
3107
$1.83K ﹤0.01%
24
3108
$1.83K ﹤0.01%
117
3109
$1.81K ﹤0.01%
+9
3110
$1.81K ﹤0.01%
+79
3111
$1.81K ﹤0.01%
126
3112
$1.79K ﹤0.01%
42
3113
$1.79K ﹤0.01%
240
-354
3114
$1.78K ﹤0.01%
147
3115
$1.78K ﹤0.01%
58
-8
3116
$1.78K ﹤0.01%
114
+111
3117
$1.74K ﹤0.01%
112
+2
3118
$1.74K ﹤0.01%
36
+17
3119
$1.74K ﹤0.01%
29
-4
3120
$1.73K ﹤0.01%
11
+10
3121
$1.73K ﹤0.01%
37
3122
$1.73K ﹤0.01%
62
-2
3123
$1.73K ﹤0.01%
169
3124
$1.72K ﹤0.01%
160
3125
$1.72K ﹤0.01%
294
123 124
125
126 127