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
3151
$1.58K ﹤0.01%
16
3152
$1.58K ﹤0.01%
66
-5
3153
$1.58K ﹤0.01%
201
+200
3154
$1.58K ﹤0.01%
+55
3155
$1.57K ﹤0.01%
257
3156
$1.57K ﹤0.01%
22
-18
3157
$1.55K ﹤0.01%
148
3158
$1.55K ﹤0.01%
11
3159
$1.55K ﹤0.01%
600
3160
$1.55K ﹤0.01%
38
+17
3161
$1.54K ﹤0.01%
160
3162
$1.54K ﹤0.01%
38
3163
$1.54K ﹤0.01%
220
3164
$1.54K ﹤0.01%
880
3165
$1.54K ﹤0.01%
33
3166
$1.53K ﹤0.01%
50
3167
$1.53K ﹤0.01%
41
3168
$1.52K ﹤0.01%
79
-250
3169
$1.51K ﹤0.01%
99
+73
3170
$1.51K ﹤0.01%
+400
3171
$1.51K ﹤0.01%
19
-44
3172
$1.51K ﹤0.01%
164
3173
$1.49K ﹤0.01%
36
-135
3174
$1.49K ﹤0.01%
21
-2
3175
$1.49K ﹤0.01%
42
125 126
127
128 129