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
1526
$61.3K ﹤0.01%
237
+4
1527
$61.2K ﹤0.01%
4,374
-12,313
1528
$60.6K ﹤0.01%
1,200
-324
1529
$60.6K ﹤0.01%
507
+30
1530
$60.4K ﹤0.01%
843
+34
1531
$60K ﹤0.01%
4,191
-672
1532
$59.9K ﹤0.01%
837
-89
1533
$59.9K ﹤0.01%
1,056
+584
1534
$59.8K ﹤0.01%
2,364
+336
1535
$59.8K ﹤0.01%
925
+113
1536
$59.7K ﹤0.01%
649
-313
1537
$59.6K ﹤0.01%
141
-5
1538
$59.6K ﹤0.01%
+1,876
1539
$59.6K ﹤0.01%
1,682
-39
1540
$59.2K ﹤0.01%
528
-73
1541
$59.1K ﹤0.01%
2,400
-120
1542
$58.9K ﹤0.01%
5,473
-537
1543
$58.9K ﹤0.01%
2,901
-1,653
1544
$58.9K ﹤0.01%
1,424
-645
1545
$58.8K ﹤0.01%
1,741
-267
1546
$58.8K ﹤0.01%
2,667
-2,285
1547
$58.6K ﹤0.01%
2,570
1548
$58.5K ﹤0.01%
391
-16
1549
$58.5K ﹤0.01%
7,184
-8,450
1550
$58.4K ﹤0.01%
+1,509
60 61
62
63 64