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
1951
$25.8K ﹤0.01%
+1,295
1952
$25.8K ﹤0.01%
133
+111
1953
$25.8K ﹤0.01%
853
1954
$25.7K ﹤0.01%
258
-37
1955
$25.7K ﹤0.01%
1,630
1956
$25.6K ﹤0.01%
1,081
1957
$25.5K ﹤0.01%
+192
1958
$25.5K ﹤0.01%
391
+101
1959
$25.5K ﹤0.01%
231
+76
1960
$25.4K ﹤0.01%
393
+379
1961
$25.3K ﹤0.01%
823
-34
1962
$25.3K ﹤0.01%
2,071
-350
1963
$25.3K ﹤0.01%
473
-108
1964
$25.3K ﹤0.01%
293
-167
1965
$25.2K ﹤0.01%
+1,007
1966
$25.2K ﹤0.01%
1,123
-39
1967
$25.1K ﹤0.01%
1,800
1968
$25.1K ﹤0.01%
+134
1969
$25K ﹤0.01%
+2,411
1970
$24.9K ﹤0.01%
553
-453
1971
$24.9K ﹤0.01%
8,250
+5,000
1972
$24.9K ﹤0.01%
+1,028
1973
$24.9K ﹤0.01%
1,373
+373
1974
$24.9K ﹤0.01%
690
1975
$24.8K ﹤0.01%
+251
77 78
79
80 81