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
1726
$40.6K ﹤0.01%
330
+43
1727
$40.5K ﹤0.01%
915
1728
$40.4K ﹤0.01%
1,265
-137
1729
$40.4K ﹤0.01%
2,322
-157
1730
$40.3K ﹤0.01%
849
+126
1731
$40.2K ﹤0.01%
304
1732
$40.1K ﹤0.01%
+1,121
1733
$40.1K ﹤0.01%
1,316
+7
1734
$40.1K ﹤0.01%
1,096
1735
$39.9K ﹤0.01%
600
1736
$39.7K ﹤0.01%
15,500
+5,000
1737
$39.7K ﹤0.01%
2,167
+11
1738
$39.7K ﹤0.01%
4,131
-543
1739
$39.6K ﹤0.01%
709
+705
1740
$39.6K ﹤0.01%
122
+113
1741
$39.5K ﹤0.01%
551
+13
1742
$39.4K ﹤0.01%
741
+16
1743
$39.3K ﹤0.01%
971
-29
1744
$39.2K ﹤0.01%
813
+677
1745
$39.1K ﹤0.01%
365
1746
$39K ﹤0.01%
422
-59
1747
$38.8K ﹤0.01%
293
+284
1748
$38.8K ﹤0.01%
897
+766
1749
$38.7K ﹤0.01%
984
-1,291
1750
$38.6K ﹤0.01%
+1,610
68 69
70
71 72