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
1551
$58.1K ﹤0.01%
1,069
-7
1552
$58K ﹤0.01%
406
-46
1553
$58K ﹤0.01%
919
-103
1554
$58K ﹤0.01%
2,065
-9,828
1555
$57.9K ﹤0.01%
+2,272
1556
$57.7K ﹤0.01%
2,357
+1,024
1557
$57.7K ﹤0.01%
640
-25
1558
$57.7K ﹤0.01%
6,500
-442
1559
$57.5K ﹤0.01%
440
+297
1560
$57.2K ﹤0.01%
169
+47
1561
$57.2K ﹤0.01%
278
-744
1562
$57K ﹤0.01%
2,098
+32
1563
$56.9K ﹤0.01%
2,826
+300
1564
$56.8K ﹤0.01%
870
-5
1565
$56.8K ﹤0.01%
3,036
+1,829
1566
$56.6K ﹤0.01%
728
-7
1567
$56.5K ﹤0.01%
494
1568
$56.3K ﹤0.01%
480
+116
1569
$56.2K ﹤0.01%
986
1570
$56K ﹤0.01%
534
+18
1571
$55.9K ﹤0.01%
364
+296
1572
$55.8K ﹤0.01%
6,163
-463
1573
$55.8K ﹤0.01%
2,775
-165
1574
$55.7K ﹤0.01%
1,850
+846
1575
$55.4K ﹤0.01%
1,195
-5
61 62
63
64 65