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
1401
$77.1K ﹤0.01%
+1,994
1402
$77K ﹤0.01%
435
+141
1403
$77K ﹤0.01%
3,376
+191
1404
$77K ﹤0.01%
2,652
+180
1405
$76.8K ﹤0.01%
1,084
1406
$76.6K ﹤0.01%
+4,357
1407
$76.4K ﹤0.01%
2,096
+96
1408
$76.3K ﹤0.01%
3,279
1409
$76.2K ﹤0.01%
1,406
+887
1410
$76.1K ﹤0.01%
940
-473
1411
$75.7K ﹤0.01%
+1,650
1412
$75.7K ﹤0.01%
6,651
-45
1413
$75.6K ﹤0.01%
1,932
+230
1414
$75.6K ﹤0.01%
1,738
-36
1415
$75.4K ﹤0.01%
1,123
1416
$74.9K ﹤0.01%
2,503
+237
1417
$74.8K ﹤0.01%
5,327
1418
$74.8K ﹤0.01%
303
-6
1419
$74.5K ﹤0.01%
2,944
1420
$74.4K ﹤0.01%
1,677
-173
1421
$74K ﹤0.01%
563
-29
1422
$73.9K ﹤0.01%
894
+21
1423
$73.9K ﹤0.01%
3,044
-1,287
1424
$73.9K ﹤0.01%
2,166
+1,973
1425
$73.6K ﹤0.01%
1,107
55 56
57
58 59