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
1851
$30.7K ﹤0.01%
696
+33
1852
$30.6K ﹤0.01%
859
1853
$30.5K ﹤0.01%
434
+94
1854
$30.5K ﹤0.01%
+6,455
1855
$30.3K ﹤0.01%
589
+44
1856
$30.3K ﹤0.01%
149
+78
1857
$30.3K ﹤0.01%
882
-187
1858
$30.3K ﹤0.01%
1,253
+15
1859
$30.3K ﹤0.01%
2,920
-722
1860
$30.2K ﹤0.01%
+809
1861
$30.2K ﹤0.01%
5,000
1862
$30.2K ﹤0.01%
2,588
+14
1863
$30.2K ﹤0.01%
+1,463
1864
$30K ﹤0.01%
161
-14
1865
$29.9K ﹤0.01%
+1,038
1866
$29.8K ﹤0.01%
3,166
+90
1867
$29.7K ﹤0.01%
1,452
-667
1868
$29.6K ﹤0.01%
1,019
-62
1869
$29.5K ﹤0.01%
1,383
1870
$29.5K ﹤0.01%
1,169
+6
1871
$29.5K ﹤0.01%
1,176
1872
$29.4K ﹤0.01%
481
+22
1873
$29.3K ﹤0.01%
1,100
1874
$29.3K ﹤0.01%
3,640
+610
1875
$29.3K ﹤0.01%
443
+361
73 74
75
76 77