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
1501
$63.9K ﹤0.01%
5,278
1502
$63.7K ﹤0.01%
308
-20
1503
$63.7K ﹤0.01%
852
1504
$63.4K ﹤0.01%
2,014
-6
1505
$63.4K ﹤0.01%
874
-71
1506
$63.3K ﹤0.01%
873
1507
$63.2K ﹤0.01%
479
+1
1508
$62.9K ﹤0.01%
2,479
-55
1509
$62.9K ﹤0.01%
1,043
+3
1510
$62.9K ﹤0.01%
648
+404
1511
$62.8K ﹤0.01%
3,068
-33
1512
$62.5K ﹤0.01%
1,324
-155
1513
$62.3K ﹤0.01%
6,390
+620
1514
$62.3K ﹤0.01%
187
-37
1515
$62.1K ﹤0.01%
4,956
-32,139
1516
$62.1K ﹤0.01%
2,708
+34
1517
$62.1K ﹤0.01%
6,598
-925
1518
$62K ﹤0.01%
559
+13
1519
$61.9K ﹤0.01%
2,290
1520
$61.8K ﹤0.01%
1,194
-384
1521
$61.8K ﹤0.01%
371
+180
1522
$61.7K ﹤0.01%
7,122
+1,089
1523
$61.7K ﹤0.01%
857
-145
1524
$61.7K ﹤0.01%
2,402
-972
1525
$61.7K ﹤0.01%
212
-5
59 60
61
62 63