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
2051
$21.6K ﹤0.01%
217
-68
2052
$21.3K ﹤0.01%
+435
2053
$21.3K ﹤0.01%
508
+107
2054
$21.2K ﹤0.01%
105
2055
$21.2K ﹤0.01%
1,040
2056
$21.2K ﹤0.01%
1,051
+108
2057
$21.1K ﹤0.01%
250
+19
2058
$21.1K ﹤0.01%
379
+2
2059
$21.1K ﹤0.01%
544
+410
2060
$21K ﹤0.01%
1,901
2061
$20.9K ﹤0.01%
124
+11
2062
$20.9K ﹤0.01%
86
+2
2063
$20.9K ﹤0.01%
53
+20
2064
$20.8K ﹤0.01%
1,000
-28
2065
$20.8K ﹤0.01%
653
-713
2066
$20.8K ﹤0.01%
967
-138
2067
$20.7K ﹤0.01%
+940
2068
$20.6K ﹤0.01%
88
-15
2069
$20.6K ﹤0.01%
494
+4
2070
$20.5K ﹤0.01%
2,047
-20
2071
$20.5K ﹤0.01%
385
2072
$20.5K ﹤0.01%
2,280
-150
2073
$20.5K ﹤0.01%
+2,576
2074
$20.4K ﹤0.01%
450
-1
2075
$20.4K ﹤0.01%
610
+190
81 82
83
84 85