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
3251
$1.12K ﹤0.01%
+148
3252
$1.11K ﹤0.01%
79
-23
3253
$1.11K ﹤0.01%
100
3254
$1.09K ﹤0.01%
57
+35
3255
$1.08K ﹤0.01%
39
+13
3256
$1.08K ﹤0.01%
111
3257
$1.08K ﹤0.01%
40
3258
$1.08K ﹤0.01%
31
3259
$1.08K ﹤0.01%
8
-294
3260
$1.06K ﹤0.01%
22
3261
$1.05K ﹤0.01%
+64
3262
$1.04K ﹤0.01%
+45
3263
$1.04K ﹤0.01%
12
+1
3264
$1.04K ﹤0.01%
99
3265
$1.04K ﹤0.01%
132
3266
$1.03K ﹤0.01%
3
3267
$1.03K ﹤0.01%
+24
3268
$1.03K ﹤0.01%
29
-30
3269
$1.03K ﹤0.01%
84
-99
3270
$1.02K ﹤0.01%
96
3271
$1.02K ﹤0.01%
+39
3272
$1.01K ﹤0.01%
77
3273
$1K ﹤0.01%
9
3274
$1K ﹤0.01%
12
3275
$996 ﹤0.01%
10
-12
129 130
131
132 133