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
1351
$85.2K ﹤0.01%
6,413
+4,772
1352
$85K ﹤0.01%
1,819
+35
1353
$84.9K ﹤0.01%
1,478
-24
1354
$84.9K ﹤0.01%
888
+630
1355
$84.8K ﹤0.01%
1,111
-47
1356
$84.8K ﹤0.01%
333
1357
$84.6K ﹤0.01%
415
-26
1358
$84.6K ﹤0.01%
2,230
-476
1359
$84.5K ﹤0.01%
2,179
+736
1360
$84K ﹤0.01%
1,633
+788
1361
$83.8K ﹤0.01%
1,040
1362
$83.8K ﹤0.01%
1,775
-6,879
1363
$83.7K ﹤0.01%
555
+173
1364
$83.5K ﹤0.01%
1,849
+29
1365
$83.5K ﹤0.01%
6,382
-1,284
1366
$83.2K ﹤0.01%
2,895
+1,504
1367
$83.1K ﹤0.01%
277
+1
1368
$83K ﹤0.01%
1,687
-259
1369
$83K ﹤0.01%
962
-951
1370
$82.8K ﹤0.01%
+770
1371
$82.6K ﹤0.01%
2,828
+251
1372
$82.6K ﹤0.01%
2,288
-997
1373
$82.3K ﹤0.01%
2,239
+184
1374
$82.2K ﹤0.01%
2,663
+1
1375
$82K ﹤0.01%
443
+142
53 54
55
56 57