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
1451
$70K ﹤0.01%
2,290
-229
1452
$69.6K ﹤0.01%
5,884
-39,001
1453
$69.2K ﹤0.01%
307
+140
1454
$69K ﹤0.01%
3,656
-25,285
1455
$68.9K ﹤0.01%
571
-264
1456
$68.8K ﹤0.01%
+2,000
1457
$68.7K ﹤0.01%
434
+154
1458
$68.7K ﹤0.01%
2,282
1459
$68.6K ﹤0.01%
3,096
+3,007
1460
$68.6K ﹤0.01%
1,380
+3
1461
$68.3K ﹤0.01%
1,007
1462
$67.8K ﹤0.01%
2,871
+53
1463
$67.7K ﹤0.01%
2,154
+1,614
1464
$67.7K ﹤0.01%
704
+600
1465
$67.5K ﹤0.01%
2,310
-173
1466
$67.4K ﹤0.01%
2,856
-730
1467
$67.4K ﹤0.01%
4,299
-699
1468
$67.4K ﹤0.01%
624
1469
$67.3K ﹤0.01%
55
-6
1470
$67.2K ﹤0.01%
596
+388
1471
$67.2K ﹤0.01%
17,000
1472
$67K ﹤0.01%
372
-335
1473
$67K ﹤0.01%
1,272
-234
1474
$67K ﹤0.01%
2,250
1475
$66.9K ﹤0.01%
116
+2
57 58
59
60 61