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
2151
$17.8K ﹤0.01%
341
+313
2152
$17.8K ﹤0.01%
117
-10
2153
$17.8K ﹤0.01%
236
-12
2154
$17.7K ﹤0.01%
93
+75
2155
$17.7K ﹤0.01%
4,992
+2,700
2156
$17.7K ﹤0.01%
524
-67
2157
$17.6K ﹤0.01%
140
-211
2158
$17.6K ﹤0.01%
219
-31
2159
$17.5K ﹤0.01%
557
2160
$17.5K ﹤0.01%
118
+5
2161
$17.5K ﹤0.01%
1,023
+569
2162
$17.5K ﹤0.01%
268
2163
$17.4K ﹤0.01%
114
-193
2164
$17.4K ﹤0.01%
1,203
2165
$17.4K ﹤0.01%
+621
2166
$17.4K ﹤0.01%
435
+10
2167
$17.2K ﹤0.01%
806
-571
2168
$17.2K ﹤0.01%
574
-50
2169
$17.2K ﹤0.01%
227
-36
2170
$17.2K ﹤0.01%
570
2171
$17.2K ﹤0.01%
498
+376
2172
$17.2K ﹤0.01%
66
-54
2173
$17.1K ﹤0.01%
245
2174
$17.1K ﹤0.01%
726
+257
2175
$17.1K ﹤0.01%
825
85 86
87
88 89