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
1901
$28K ﹤0.01%
837
+131
1902
$28K ﹤0.01%
610
-45
1903
$28K ﹤0.01%
3,754
1904
$28K ﹤0.01%
795
+755
1905
$28K ﹤0.01%
+1,239
1906
$27.9K ﹤0.01%
880
-176
1907
$27.9K ﹤0.01%
77
-162
1908
$27.8K ﹤0.01%
725
1909
$27.8K ﹤0.01%
10,533
1910
$27.8K ﹤0.01%
1,971
+1,856
1911
$27.7K ﹤0.01%
289
-26
1912
$27.7K ﹤0.01%
677
+29
1913
$27.7K ﹤0.01%
794
1914
$27.7K ﹤0.01%
248
+20
1915
$27.5K ﹤0.01%
1,200
1916
$27.5K ﹤0.01%
+1,815
1917
$27.5K ﹤0.01%
+1,484
1918
$27.4K ﹤0.01%
366
1919
$27.4K ﹤0.01%
675
-23,840
1920
$27.3K ﹤0.01%
505
+154
1921
$27.3K ﹤0.01%
378
+45
1922
$27.2K ﹤0.01%
1,148
-51
1923
$27.1K ﹤0.01%
685
+53
1924
$27.1K ﹤0.01%
1,174
-405
1925
$27.1K ﹤0.01%
516
-64
75 76
77
78 79