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
1251
$104K ﹤0.01%
2,089
+337
1252
$104K ﹤0.01%
882
+24
1253
$103K ﹤0.01%
+2,500
1254
$103K ﹤0.01%
1,891
+5
1255
$102K ﹤0.01%
64,400
-5,500
1256
$102K ﹤0.01%
8,052
-1,549
1257
$102K ﹤0.01%
552
-382
1258
$102K ﹤0.01%
784
+702
1259
$102K ﹤0.01%
2,725
-569
1260
$102K ﹤0.01%
2,569
-99
1261
$102K ﹤0.01%
2,548
+1,421
1262
$101K ﹤0.01%
1,045
+661
1263
$101K ﹤0.01%
3,521
+2,758
1264
$100K ﹤0.01%
212
+88
1265
$100K ﹤0.01%
5,548
+5,048
1266
$100K ﹤0.01%
6,987
+654
1267
$100K ﹤0.01%
6,848
1268
$100K ﹤0.01%
2,195
+97
1269
$100K ﹤0.01%
4,575
+2,121
1270
$99.7K ﹤0.01%
3,883
-289
1271
$99.5K ﹤0.01%
1,208
+631
1272
$99.4K ﹤0.01%
2,681
+351
1273
$99.2K ﹤0.01%
1,931
+929
1274
$98.7K ﹤0.01%
5,629
1275
$98.4K ﹤0.01%
1,329
-992
49 50
51
52 53