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
1276
$98.3K ﹤0.01%
520
-3,649
1277
$98.3K ﹤0.01%
1,921
1278
$98K ﹤0.01%
670
+19
1279
$98K ﹤0.01%
10,422
-5,311
1280
$97.6K ﹤0.01%
904
1281
$97.5K ﹤0.01%
3,194
+106
1282
$97.3K ﹤0.01%
+5,156
1283
$97.2K ﹤0.01%
2,588
+99
1284
$97K ﹤0.01%
2,334
-292
1285
$97K ﹤0.01%
2,077
+73
1286
$97K ﹤0.01%
1,261
-144
1287
$96.4K ﹤0.01%
2,574
1288
$96.2K ﹤0.01%
1,911
-1,376
1289
$96.1K ﹤0.01%
2,053
+324
1290
$95.8K ﹤0.01%
667
+103
1291
$95.5K ﹤0.01%
2,021
1292
$95.5K ﹤0.01%
4,158
1293
$95.2K ﹤0.01%
1,230
-312
1294
$94.9K ﹤0.01%
1,588
+370
1295
$94.8K ﹤0.01%
1,428
-532
1296
$94.7K ﹤0.01%
613
+9
1297
$94.5K ﹤0.01%
4,338
+527
1298
$94.4K ﹤0.01%
3,249
-918
1299
$94K ﹤0.01%
3,863
-1,216
1300
$93.8K ﹤0.01%
1,911
+16
50 51
52
53 54