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
1626
$48.8K ﹤0.01%
2,289
1627
$48.8K ﹤0.01%
+600
1628
$48.8K ﹤0.01%
546
+31
1629
$48.5K ﹤0.01%
854
+767
1630
$48.3K ﹤0.01%
1,346
+317
1631
$48.2K ﹤0.01%
2,045
1632
$48.1K ﹤0.01%
5,000
1633
$48.1K ﹤0.01%
567
+93
1634
$48K ﹤0.01%
1,310
1635
$47.8K ﹤0.01%
900
-1,204
1636
$47.8K ﹤0.01%
1,152
1637
$47.7K ﹤0.01%
1,476
1638
$47.6K ﹤0.01%
2,734
-14
1639
$47.6K ﹤0.01%
559
+175
1640
$47.6K ﹤0.01%
4,060
-1,055
1641
$47.4K ﹤0.01%
262
+7
1642
$47.4K ﹤0.01%
1,127
1643
$47.2K ﹤0.01%
695
-45
1644
$47K ﹤0.01%
219
+58
1645
$47K ﹤0.01%
157
-17
1646
$46.9K ﹤0.01%
376
+146
1647
$46.8K ﹤0.01%
1,000
1648
$46.4K ﹤0.01%
1,446
-216
1649
$46.3K ﹤0.01%
+5,250
1650
$46.1K ﹤0.01%
520
+450
64 65
66
67 68