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
2101
$19.5K ﹤0.01%
269
-1
2102
$19.5K ﹤0.01%
769
-399
2103
$19.4K ﹤0.01%
900
2104
$19.4K ﹤0.01%
124
+1
2105
$19.4K ﹤0.01%
319
+1
2106
$19.4K ﹤0.01%
+500
2107
$19.3K ﹤0.01%
4,589
+199
2108
$19.3K ﹤0.01%
77
-63
2109
$19.2K ﹤0.01%
1,297
-12
2110
$19.1K ﹤0.01%
71
+4
2111
$19.1K ﹤0.01%
716
-775
2112
$19.1K ﹤0.01%
589
-328
2113
$19.1K ﹤0.01%
392
+3
2114
$19.1K ﹤0.01%
258
-105
2115
$19.1K ﹤0.01%
81
-20
2116
$19K ﹤0.01%
562
+78
2117
$18.9K ﹤0.01%
397
2118
$18.9K ﹤0.01%
221
2119
$18.9K ﹤0.01%
+909
2120
$18.8K ﹤0.01%
345
-64
2121
$18.7K ﹤0.01%
495
-16
2122
$18.6K ﹤0.01%
807
-1,143
2123
$18.6K ﹤0.01%
746
-191
2124
$18.6K ﹤0.01%
648
2125
$18.5K ﹤0.01%
238
-8
83 84
85
86 87