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
1801
$34.5K ﹤0.01%
692
+142
1802
$34.5K ﹤0.01%
408
-34
1803
$34.5K ﹤0.01%
1,723
1804
$34.3K ﹤0.01%
762
-1,482
1805
$34.3K ﹤0.01%
1,338
-2,330
1806
$34.1K ﹤0.01%
3,244
1807
$34.1K ﹤0.01%
1,041
-209
1808
$34K ﹤0.01%
1,426
+1,382
1809
$34K ﹤0.01%
799
+21
1810
$34K ﹤0.01%
+739
1811
$33.9K ﹤0.01%
2,351
1812
$33.9K ﹤0.01%
775
-6
1813
$33.8K ﹤0.01%
+600
1814
$33.4K ﹤0.01%
1,504
-47
1815
$33.4K ﹤0.01%
1,139
1816
$33.4K ﹤0.01%
1,210
+32
1817
$33.3K ﹤0.01%
1,118
+181
1818
$33.3K ﹤0.01%
792
+62
1819
$33.3K ﹤0.01%
1,061
+39
1820
$33.2K ﹤0.01%
1,064
+20
1821
$33.2K ﹤0.01%
1,259
-1,058
1822
$33.1K ﹤0.01%
506
+500
1823
$32.9K ﹤0.01%
431
+2
1824
$32.4K ﹤0.01%
+724
1825
$32.3K ﹤0.01%
1,275
+98
71 72
73
74 75