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
1376
$81.8K ﹤0.01%
1,300
1377
$81.6K ﹤0.01%
1,408
-31
1378
$81.3K ﹤0.01%
752
+271
1379
$81.2K ﹤0.01%
611
-84
1380
$81.2K ﹤0.01%
1,350
+5
1381
$81.1K ﹤0.01%
2,314
-291
1382
$81.1K ﹤0.01%
1,252
1383
$80.7K ﹤0.01%
3,270
+1,417
1384
$80.4K ﹤0.01%
3,435
+77
1385
$80.4K ﹤0.01%
602
-921
1386
$80K ﹤0.01%
1,265
-436
1387
$80K ﹤0.01%
318
+282
1388
$79.2K ﹤0.01%
188
+70
1389
$78.9K ﹤0.01%
1,246
+13
1390
$78.3K ﹤0.01%
803
+353
1391
$78.3K ﹤0.01%
4,619
-586
1392
$78.2K ﹤0.01%
2,855
-347
1393
$78.1K ﹤0.01%
+6,000
1394
$78K ﹤0.01%
8,013
-725
1395
$77.9K ﹤0.01%
2,151
-8,294
1396
$77.8K ﹤0.01%
680
-16
1397
$77.7K ﹤0.01%
2,484
+2,007
1398
$77.4K ﹤0.01%
392
+93
1399
$77.4K ﹤0.01%
4,991
-711
1400
$77.3K ﹤0.01%
1,650
+388
54 55
56
57 58