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
2126
$18.5K ﹤0.01%
186
-29
2127
$18.5K ﹤0.01%
425
2128
$18.5K ﹤0.01%
799
+165
2129
$18.4K ﹤0.01%
121
+13
2130
$18.4K ﹤0.01%
3,177
+857
2131
$18.4K ﹤0.01%
3,880
2132
$18.4K ﹤0.01%
242
2133
$18.3K ﹤0.01%
89
-1
2134
$18.2K ﹤0.01%
+1,127
2135
$18.2K ﹤0.01%
+729
2136
$18.2K ﹤0.01%
377
-9
2137
$18.2K ﹤0.01%
450
-30
2138
$18.1K ﹤0.01%
+90
2139
$18.1K ﹤0.01%
2,305
-41,965
2140
$18.1K ﹤0.01%
1,698
-35
2141
$18K ﹤0.01%
305
-32
2142
$18K ﹤0.01%
1,627
+580
2143
$18K ﹤0.01%
132
-7
2144
$18K ﹤0.01%
318
+1
2145
$18K ﹤0.01%
406
-32,164
2146
$18K ﹤0.01%
816
-374
2147
$18K ﹤0.01%
526
+1
2148
$18K ﹤0.01%
2,000
2149
$17.9K ﹤0.01%
+254
2150
$17.9K ﹤0.01%
357
+257
84 85
86
87 88