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
1926
$27K ﹤0.01%
1,112
+1,043
1927
$27K ﹤0.01%
401
+68
1928
$26.9K ﹤0.01%
321
+36
1929
$26.9K ﹤0.01%
+3,499
1930
$26.9K ﹤0.01%
913
+130
1931
$26.9K ﹤0.01%
+1,065
1932
$26.8K ﹤0.01%
+1,207
1933
$26.8K ﹤0.01%
617
+65
1934
$26.8K ﹤0.01%
+628
1935
$26.8K ﹤0.01%
391
+11
1936
$26.6K ﹤0.01%
984
-639
1937
$26.6K ﹤0.01%
494
1938
$26.5K ﹤0.01%
23,700
1939
$26.3K ﹤0.01%
851
+170
1940
$26.3K ﹤0.01%
523
+12
1941
$26.2K ﹤0.01%
+201
1942
$26.2K ﹤0.01%
224
-5
1943
$26K ﹤0.01%
1,840
-1,388
1944
$26K ﹤0.01%
790
-275
1945
$26K ﹤0.01%
1,192
-76
1946
$26K ﹤0.01%
811
+404
1947
$26K ﹤0.01%
246
+7
1948
$26K ﹤0.01%
1,310
+521
1949
$25.8K ﹤0.01%
540
+15
1950
$25.8K ﹤0.01%
783
+20
76 77
78
79 80