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
1201
$115K ﹤0.01%
+4,004
1202
$115K ﹤0.01%
760
-396
1203
$115K ﹤0.01%
4,116
+3,416
1204
$114K ﹤0.01%
2,197
-20
1205
$114K ﹤0.01%
1,111
-250
1206
$114K ﹤0.01%
1,784
-36
1207
$114K ﹤0.01%
+17,190
1208
$114K ﹤0.01%
+3,250
1209
$113K ﹤0.01%
2,610
+645
1210
$113K ﹤0.01%
3,142
-707
1211
$113K ﹤0.01%
7,253
+2,667
1212
$112K ﹤0.01%
1,134
+177
1213
$112K ﹤0.01%
599
-295
1214
$112K ﹤0.01%
+2,237
1215
$111K ﹤0.01%
4,455
+18
1216
$111K ﹤0.01%
+3,119
1217
$111K ﹤0.01%
1,668
1218
$111K ﹤0.01%
878
+116
1219
$110K ﹤0.01%
398
+58
1220
$110K ﹤0.01%
953
+152
1221
$110K ﹤0.01%
2,233
+1,979
1222
$110K ﹤0.01%
4,005
+182
1223
$110K ﹤0.01%
3,862
1224
$110K ﹤0.01%
1,915
+1
1225
$110K ﹤0.01%
1,561
+1,558
47 48
49
50 51