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
3126
$1.72K ﹤0.01%
9
-2
3127
$1.72K ﹤0.01%
203
3128
$1.72K ﹤0.01%
208
-109
3129
$1.71K ﹤0.01%
17
3130
$1.7K ﹤0.01%
12
3131
$1.7K ﹤0.01%
200
3132
$1.7K ﹤0.01%
452
3133
$1.69K ﹤0.01%
120
3134
$1.69K ﹤0.01%
80
3135
$1.68K ﹤0.01%
453
+138
3136
$1.68K ﹤0.01%
+52
3137
$1.67K ﹤0.01%
+65
3138
$1.67K ﹤0.01%
350
3139
$1.67K ﹤0.01%
500
3140
$1.66K ﹤0.01%
+66
3141
$1.65K ﹤0.01%
+66
3142
$1.65K ﹤0.01%
7
3143
$1.64K ﹤0.01%
+32
3144
$1.64K ﹤0.01%
25
-80
3145
$1.64K ﹤0.01%
193
3146
$1.62K ﹤0.01%
167
3147
$1.62K ﹤0.01%
+900
3148
$1.62K ﹤0.01%
4
+3
3149
$1.6K ﹤0.01%
169
+96
3150
$1.6K ﹤0.01%
23
124 125
126
127 128