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
1601
$51.8K ﹤0.01%
+1,510
1602
$51.7K ﹤0.01%
487
-188
1603
$51.6K ﹤0.01%
1,097
-109
1604
$51.5K ﹤0.01%
1,287
+1,011
1605
$51.4K ﹤0.01%
1,799
-1,643
1606
$51.3K ﹤0.01%
+600
1607
$51.2K ﹤0.01%
+932
1608
$51.1K ﹤0.01%
+1,331
1609
$51K ﹤0.01%
1,004
1610
$50.7K ﹤0.01%
768
-118
1611
$50.6K ﹤0.01%
407
-135
1612
$50.5K ﹤0.01%
983
-3
1613
$50.3K ﹤0.01%
5,429
+4,788
1614
$50.1K ﹤0.01%
2,052
+76
1615
$50.1K ﹤0.01%
1,000
1616
$50K ﹤0.01%
386
-40
1617
$49.9K ﹤0.01%
1,099
-36
1618
$49.7K ﹤0.01%
516
+472
1619
$49.6K ﹤0.01%
1,034
-200
1620
$49.6K ﹤0.01%
574
+346
1621
$49.5K ﹤0.01%
575
-1,695
1622
$49.5K ﹤0.01%
1,311
-200
1623
$49.4K ﹤0.01%
970
1624
$49.3K ﹤0.01%
1,552
+10
1625
$49.3K ﹤0.01%
277
+3
63 64
65
66 67