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
3201
$1.34K ﹤0.01%
76
+72
3202
$1.34K ﹤0.01%
92
3203
$1.34K ﹤0.01%
83
3204
$1.34K ﹤0.01%
16
-20
3205
$1.34K ﹤0.01%
800
3206
$1.33K ﹤0.01%
20
3207
$1.33K ﹤0.01%
1,100
3208
$1.31K ﹤0.01%
+155
3209
$1.31K ﹤0.01%
+9
3210
$1.3K ﹤0.01%
38
3211
$1.3K ﹤0.01%
42
+9
3212
$1.29K ﹤0.01%
+14
3213
$1.29K ﹤0.01%
462
3214
$1.29K ﹤0.01%
14
+7
3215
$1.29K ﹤0.01%
+6
3216
$1.28K ﹤0.01%
27
+12
3217
$1.28K ﹤0.01%
+30
3218
$1.28K ﹤0.01%
29
3219
$1.28K ﹤0.01%
100
3220
$1.27K ﹤0.01%
34
3221
$1.27K ﹤0.01%
50
3222
$1.27K ﹤0.01%
54
3223
$1.27K ﹤0.01%
400
3224
$1.26K ﹤0.01%
10
3225
$1.26K ﹤0.01%
31
-3
127 128
129
130 131