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
1701
$42K ﹤0.01%
12,000
1702
$42K ﹤0.01%
2,040
+322
1703
$42K ﹤0.01%
4,167
-9,955
1704
$41.8K ﹤0.01%
307
+190
1705
$41.6K ﹤0.01%
3,685
1706
$41.5K ﹤0.01%
1,037
+518
1707
$41.4K ﹤0.01%
634
+417
1708
$41.4K ﹤0.01%
2,500
1709
$41.3K ﹤0.01%
602
+16
1710
$41.3K ﹤0.01%
929
-923
1711
$41.2K ﹤0.01%
2,548
+823
1712
$41.2K ﹤0.01%
+842
1713
$41.2K ﹤0.01%
1,483
-759
1714
$41.1K ﹤0.01%
1,049
-97
1715
$41K ﹤0.01%
+2,100
1716
$41K ﹤0.01%
2,514
+21
1717
$40.9K ﹤0.01%
1,199
+100
1718
$40.9K ﹤0.01%
2,145
-10,016
1719
$40.8K ﹤0.01%
1,580
-24
1720
$40.8K ﹤0.01%
2,385
1721
$40.8K ﹤0.01%
263
+9
1722
$40.7K ﹤0.01%
7,000
1723
$40.7K ﹤0.01%
1,314
-131
1724
$40.7K ﹤0.01%
425
-152
1725
$40.6K ﹤0.01%
940
+272
67 68
69
70 71