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
1651
$46.1K ﹤0.01%
292
-19
1652
$46K ﹤0.01%
539
1653
$45.9K ﹤0.01%
961
1654
$45.6K ﹤0.01%
604
+6
1655
$45.5K ﹤0.01%
137
-33
1656
$45.5K ﹤0.01%
1,086
+70
1657
$45.5K ﹤0.01%
627
-189
1658
$45.4K ﹤0.01%
900
+41
1659
$45.4K ﹤0.01%
527
-329
1660
$45.4K ﹤0.01%
+3,103
1661
$45.3K ﹤0.01%
5,341
-7,527
1662
$45.3K ﹤0.01%
638
-122
1663
$45.3K ﹤0.01%
2,442
-611
1664
$45.2K ﹤0.01%
585
1665
$45.1K ﹤0.01%
1,115
-146
1666
$45K ﹤0.01%
5,429
-1,800
1667
$44.9K ﹤0.01%
+1,013
1668
$44.9K ﹤0.01%
26
1669
$44.9K ﹤0.01%
1,072
+447
1670
$44.9K ﹤0.01%
861
+75
1671
$44.8K ﹤0.01%
796
1672
$44.7K ﹤0.01%
478
+18
1673
$44.7K ﹤0.01%
1,164
+518
1674
$44.6K ﹤0.01%
1,314
1675
$44.5K ﹤0.01%
384
-17
65 66
67
68 69