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
1826
$32.2K ﹤0.01%
380
+377
1827
$32.2K ﹤0.01%
1,199
+900
1828
$32.1K ﹤0.01%
1,613
+932
1829
$32.1K ﹤0.01%
1,236
+854
1830
$32.1K ﹤0.01%
528
+449
1831
$31.8K ﹤0.01%
300
-730
1832
$31.7K ﹤0.01%
+1,524
1833
$31.6K ﹤0.01%
341
-5
1834
$31.5K ﹤0.01%
922
-320
1835
$31.4K ﹤0.01%
580
-139
1836
$31.4K ﹤0.01%
2,010
+100
1837
$31.2K ﹤0.01%
201
-75
1838
$31.2K ﹤0.01%
328
1839
$31.2K ﹤0.01%
166
-3
1840
$31.1K ﹤0.01%
646
-21
1841
$31.1K ﹤0.01%
169
+4
1842
$31.1K ﹤0.01%
1,014
+2
1843
$31.1K ﹤0.01%
725
-19
1844
$31K ﹤0.01%
560
1845
$31K ﹤0.01%
530
+418
1846
$30.9K ﹤0.01%
7,833
-2,496
1847
$30.9K ﹤0.01%
290
1848
$30.9K ﹤0.01%
1,598
+48
1849
$30.8K ﹤0.01%
431
+45
1850
$30.7K ﹤0.01%
820
-29
72 73
74
75 76