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
1676
$44.4K ﹤0.01%
592
-856
1677
$44.2K ﹤0.01%
1,227
+70
1678
$44.2K ﹤0.01%
571
-90
1679
$44.1K ﹤0.01%
1,392
-151
1680
$44K ﹤0.01%
4,348
1681
$43.8K ﹤0.01%
3,600
1682
$43.8K ﹤0.01%
504
+304
1683
$43.8K ﹤0.01%
2,500
1684
$43.6K ﹤0.01%
883
+7
1685
$43.5K ﹤0.01%
969
1686
$43.4K ﹤0.01%
1,111
+1,014
1687
$43.3K ﹤0.01%
1,250
+404
1688
$43.3K ﹤0.01%
927
+4
1689
$43.1K ﹤0.01%
1,941
+1,276
1690
$43K ﹤0.01%
892
1691
$42.9K ﹤0.01%
5,514
-57,595
1692
$42.8K ﹤0.01%
1,563
-147
1693
$42.8K ﹤0.01%
4,675
1694
$42.8K ﹤0.01%
942
1695
$42.6K ﹤0.01%
236
+1
1696
$42.5K ﹤0.01%
992
-376
1697
$42.3K ﹤0.01%
1,572
+462
1698
$42.1K ﹤0.01%
404
1699
$42.1K ﹤0.01%
874
-13
1700
$42K ﹤0.01%
2,014
-2,872
66 67
68
69 70