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
1776
$35.9K ﹤0.01%
+750
1777
$35.7K ﹤0.01%
2,484
+1,232
1778
$35.6K ﹤0.01%
754
-22
1779
$35.6K ﹤0.01%
1,500
1780
$35.6K ﹤0.01%
768
-457
1781
$35.5K ﹤0.01%
345
+1
1782
$35.5K ﹤0.01%
736
+694
1783
$35.5K ﹤0.01%
450
-10
1784
$35.4K ﹤0.01%
1,778
+469
1785
$35.4K ﹤0.01%
473
-27
1786
$35.4K ﹤0.01%
1,000
-342
1787
$35.4K ﹤0.01%
339
+88
1788
$35.4K ﹤0.01%
350
-129
1789
$35.3K ﹤0.01%
619
-151
1790
$35.3K ﹤0.01%
150
+59
1791
$35.1K ﹤0.01%
1,497
-121
1792
$35K ﹤0.01%
5,562
+1,062
1793
$34.9K ﹤0.01%
+255
1794
$34.9K ﹤0.01%
979
-73
1795
$34.9K ﹤0.01%
240
1796
$34.9K ﹤0.01%
88
+20
1797
$34.9K ﹤0.01%
1,289
-126
1798
$34.7K ﹤0.01%
870
-1,164
1799
$34.6K ﹤0.01%
6,519
1800
$34.6K ﹤0.01%
3,341
+58
70 71
72
73 74