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
1426
$73.5K ﹤0.01%
1,578
+512
1427
$73.5K ﹤0.01%
2,833
+693
1428
$73.5K ﹤0.01%
19,800
+7,000
1429
$73.1K ﹤0.01%
900
1430
$73.1K ﹤0.01%
633
-129
1431
$73.1K ﹤0.01%
3,721
+37
1432
$73K ﹤0.01%
1,495
-512
1433
$73K ﹤0.01%
2,651
1434
$72.9K ﹤0.01%
733
+45
1435
$72.9K ﹤0.01%
4,580
1436
$72.8K ﹤0.01%
1,906
-590
1437
$72.1K ﹤0.01%
770
+553
1438
$72K ﹤0.01%
1,521
-86
1439
$71.9K ﹤0.01%
1,221
+177
1440
$71.6K ﹤0.01%
2,362
+267
1441
$71.5K ﹤0.01%
1,608
+1,312
1442
$71.4K ﹤0.01%
847
-243
1443
$71.4K ﹤0.01%
1,549
1444
$71.3K ﹤0.01%
1,291
-2
1445
$70.9K ﹤0.01%
1,870
-792
1446
$70.8K ﹤0.01%
2,096
-293
1447
$70.2K ﹤0.01%
117
-18
1448
$70.2K ﹤0.01%
652
-68
1449
$70.2K ﹤0.01%
1,300
+500
1450
$70.1K ﹤0.01%
907
-21
56 57
58
59 60