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
1176
$122K ﹤0.01%
1,450
-470
1177
$122K ﹤0.01%
1,981
+649
1178
$122K ﹤0.01%
1,270
+656
1179
$121K ﹤0.01%
1,803
-7,644
1180
$121K ﹤0.01%
2,042
+6
1181
$121K ﹤0.01%
1,107
+500
1182
$120K ﹤0.01%
2,570
+309
1183
$120K ﹤0.01%
4,033
-40
1184
$120K ﹤0.01%
544
+323
1185
$120K ﹤0.01%
9,607
-300
1186
$120K ﹤0.01%
1,450
+169
1187
$120K ﹤0.01%
3,893
-818
1188
$119K ﹤0.01%
1,971
-909
1189
$119K ﹤0.01%
4,236
-2,522
1190
$118K ﹤0.01%
13,614
+507
1191
$118K ﹤0.01%
6,569
+136
1192
$118K ﹤0.01%
13,090
+475
1193
$118K ﹤0.01%
1,211
-288
1194
$118K ﹤0.01%
2,593
-317
1195
$117K ﹤0.01%
2,856
+27
1196
$117K ﹤0.01%
346
-194
1197
$116K ﹤0.01%
6,040
-941
1198
$116K ﹤0.01%
4,254
1199
$116K ﹤0.01%
2,350
+1,205
1200
$116K ﹤0.01%
3,012
46 47
48
49 50