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
1476
$66.9K ﹤0.01%
1,508
+855
1477
$66.8K ﹤0.01%
607
+2
1478
$66.7K ﹤0.01%
10,283
-201
1479
$66.6K ﹤0.01%
2,378
-1,214
1480
$66.3K ﹤0.01%
849
-84
1481
$66K ﹤0.01%
1,629
+799
1482
$65.7K ﹤0.01%
1,521
+4
1483
$65.7K ﹤0.01%
1,720
1484
$65.6K ﹤0.01%
1,406
+396
1485
$65.5K ﹤0.01%
2,696
-74
1486
$65.5K ﹤0.01%
191
+1
1487
$65.5K ﹤0.01%
703
1488
$65.3K ﹤0.01%
453
+45
1489
$65.3K ﹤0.01%
1,954
+43
1490
$65.3K ﹤0.01%
567
-80
1491
$65.2K ﹤0.01%
562
-134
1492
$65.2K ﹤0.01%
1,514
-83
1493
$65.1K ﹤0.01%
1,361
+2
1494
$65.1K ﹤0.01%
4,265
+509
1495
$65.1K ﹤0.01%
2,796
-389
1496
$65K ﹤0.01%
1,563
1497
$64.7K ﹤0.01%
1,675
+55
1498
$64.3K ﹤0.01%
849
+21
1499
$64.2K ﹤0.01%
1,774
1500
$63.9K ﹤0.01%
715
+537
58 59
60
61 62