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
1751
$38.5K ﹤0.01%
685
+44
1752
$38.4K ﹤0.01%
1,115
+1,014
1753
$38.1K ﹤0.01%
940
-317
1754
$37.8K ﹤0.01%
+1,251
1755
$37.8K ﹤0.01%
1,000
1756
$37.7K ﹤0.01%
896
+69
1757
$37.5K ﹤0.01%
61
+48
1758
$37.4K ﹤0.01%
203
-36
1759
$37.3K ﹤0.01%
7,417
1760
$37.3K ﹤0.01%
892
-291
1761
$37.2K ﹤0.01%
866
-14
1762
$37.1K ﹤0.01%
594
-1,574
1763
$37.1K ﹤0.01%
697
-42
1764
$37K ﹤0.01%
1,117
+365
1765
$36.8K ﹤0.01%
1,185
-795
1766
$36.7K ﹤0.01%
289
+132
1767
$36.7K ﹤0.01%
544
-12,554
1768
$36.6K ﹤0.01%
1,220
+5
1769
$36.5K ﹤0.01%
1,365
-1,365
1770
$36.5K ﹤0.01%
1,252
-1,843
1771
$36.4K ﹤0.01%
17,094
-5,566
1772
$36.3K ﹤0.01%
2,818
+188
1773
$36.1K ﹤0.01%
+8,211
1774
$36K ﹤0.01%
+1,745
1775
$35.9K ﹤0.01%
272
+6
69 70
71
72 73