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
3226
$1.25K ﹤0.01%
52
3227
$1.25K ﹤0.01%
65
+61
3228
$1.24K ﹤0.01%
+38
3229
$1.22K ﹤0.01%
1
3230
$1.22K ﹤0.01%
337
3231
$1.22K ﹤0.01%
100
3232
$1.21K ﹤0.01%
+86
3233
$1.2K ﹤0.01%
4
-10
3234
$1.2K ﹤0.01%
52
3235
$1.19K ﹤0.01%
22
3236
$1.19K ﹤0.01%
+33
3237
$1.19K ﹤0.01%
600
3238
$1.19K ﹤0.01%
67
3239
$1.18K ﹤0.01%
27
-665
3240
$1.17K ﹤0.01%
98
3241
$1.15K ﹤0.01%
73
+2
3242
$1.15K ﹤0.01%
42
-252
3243
$1.15K ﹤0.01%
164
+33
3244
$1.14K ﹤0.01%
75
3245
$1.14K ﹤0.01%
52
3246
$1.14K ﹤0.01%
71
3247
$1.14K ﹤0.01%
89
+1
3248
$1.13K ﹤0.01%
106
3249
$1.13K ﹤0.01%
+90
3250
$1.13K ﹤0.01%
5
128 129
130
131 132