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
2076
$20.3K ﹤0.01%
1,505
+1,111
2077
$20.2K ﹤0.01%
292
-99
2078
$20.2K ﹤0.01%
303
-113
2079
$20.1K ﹤0.01%
869
-2,476
2080
$20.1K ﹤0.01%
768
+23
2081
$20.1K ﹤0.01%
178
2082
$20.1K ﹤0.01%
3,703
2083
$20K ﹤0.01%
566
-34
2084
$20K ﹤0.01%
226
+143
2085
$20K ﹤0.01%
388
+4
2086
$19.9K ﹤0.01%
566
+4
2087
$19.8K ﹤0.01%
243
-157
2088
$19.8K ﹤0.01%
313
+298
2089
$19.8K ﹤0.01%
545
2090
$19.8K ﹤0.01%
656
+136
2091
$19.8K ﹤0.01%
301
2092
$19.8K ﹤0.01%
130
2093
$19.8K ﹤0.01%
2,315
2094
$19.7K ﹤0.01%
197
2095
$19.7K ﹤0.01%
349
+315
2096
$19.7K ﹤0.01%
694
2097
$19.6K ﹤0.01%
334
+93
2098
$19.6K ﹤0.01%
609
-121
2099
$19.6K ﹤0.01%
2,151
+2,000
2100
$19.5K ﹤0.01%
186
-1
82 83
84
85 86