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
3176
$1.48K ﹤0.01%
+279
3177
$1.48K ﹤0.01%
100
3178
$1.47K ﹤0.01%
+26
3179
$1.46K ﹤0.01%
50
3180
$1.46K ﹤0.01%
12
3181
$1.46K ﹤0.01%
90
3182
$1.45K ﹤0.01%
185
+4
3183
$1.45K ﹤0.01%
123
+100
3184
$1.45K ﹤0.01%
48
3185
$1.44K ﹤0.01%
1,080
3186
$1.43K ﹤0.01%
187
3187
$1.42K ﹤0.01%
15
3188
$1.39K ﹤0.01%
107
+1
3189
$1.38K ﹤0.01%
+57
3190
$1.38K ﹤0.01%
746
3191
$1.38K ﹤0.01%
38
+37
3192
$1.38K ﹤0.01%
300
+150
3193
$1.37K ﹤0.01%
61
-1,300
3194
$1.37K ﹤0.01%
174
-4
3195
$1.37K ﹤0.01%
182
3196
$1.36K ﹤0.01%
+121
3197
$1.36K ﹤0.01%
17
+9
3198
$1.35K ﹤0.01%
56
-944
3199
$1.35K ﹤0.01%
39
3200
$1.35K ﹤0.01%
+25
126 127
128
129 130