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
1876
$29.2K ﹤0.01%
800
+532
1877
$29.2K ﹤0.01%
231
+22
1878
$29.1K ﹤0.01%
576
+215
1879
$29K ﹤0.01%
560
-74
1880
$29K ﹤0.01%
1,451
-2,700
1881
$29K ﹤0.01%
+2,047
1882
$29K ﹤0.01%
569
-752
1883
$28.8K ﹤0.01%
1,370
-115
1884
$28.8K ﹤0.01%
348
+333
1885
$28.6K ﹤0.01%
853
-261
1886
$28.6K ﹤0.01%
916
+125
1887
$28.6K ﹤0.01%
2,431
+2,211
1888
$28.6K ﹤0.01%
1,712
+86
1889
$28.5K ﹤0.01%
7,012
+2,304
1890
$28.5K ﹤0.01%
3,057
+298
1891
$28.5K ﹤0.01%
534
+440
1892
$28.5K ﹤0.01%
457
-72
1893
$28.4K ﹤0.01%
716
+4
1894
$28.3K ﹤0.01%
715
1895
$28.3K ﹤0.01%
1,258
1896
$28.3K ﹤0.01%
1,500
1897
$28.2K ﹤0.01%
1,269
-2,363
1898
$28.1K ﹤0.01%
+366
1899
$28.1K ﹤0.01%
2,140
1900
$28.1K ﹤0.01%
502
+57
74 75
76
77 78