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
1326
$90.6K ﹤0.01%
1,695
-325
1327
$90.5K ﹤0.01%
7,468
-40,346
1328
$90.5K ﹤0.01%
5,650
+41
1329
$90.3K ﹤0.01%
975
+173
1330
$90.3K ﹤0.01%
4,108
+21
1331
$90K ﹤0.01%
443
-76
1332
$89.9K ﹤0.01%
857
+152
1333
$89.6K ﹤0.01%
8,000
-2,159
1334
$89.6K ﹤0.01%
477
1335
$89.5K ﹤0.01%
15,244
+64
1336
$89.5K ﹤0.01%
5,476
+1,040
1337
$89.5K ﹤0.01%
1,535
-1,385
1338
$89.3K ﹤0.01%
273
-10
1339
$89.2K ﹤0.01%
2,632
-362
1340
$88.9K ﹤0.01%
2,248
+116
1341
$88.4K ﹤0.01%
4,932
+1,852
1342
$88.3K ﹤0.01%
1,552
1343
$88.2K ﹤0.01%
+2,842
1344
$88K ﹤0.01%
7,649
-1,500
1345
$87.7K ﹤0.01%
786
+77
1346
$87.1K ﹤0.01%
1,277
-230
1347
$86.4K ﹤0.01%
163
-61
1348
$86K ﹤0.01%
475
+141
1349
$85.9K ﹤0.01%
1,544
+54
1350
$85.3K ﹤0.01%
140
-8
52 53
54
55 56