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
2176
$17.1K ﹤0.01%
827
2177
$17K ﹤0.01%
295
+141
2178
$17K ﹤0.01%
42,976
2179
$17K ﹤0.01%
1,600
-309
2180
$16.9K ﹤0.01%
250
2181
$16.9K ﹤0.01%
110
+75
2182
$16.8K ﹤0.01%
287
2183
$16.8K ﹤0.01%
1,887
+70
2184
$16.8K ﹤0.01%
1,131
2185
$16.8K ﹤0.01%
321
2186
$16.7K ﹤0.01%
489
-151
2187
$16.6K ﹤0.01%
187
2188
$16.6K ﹤0.01%
116
+84
2189
$16.5K ﹤0.01%
181
+117
2190
$16.5K ﹤0.01%
171
2191
$16.4K ﹤0.01%
154
+151
2192
$16.4K ﹤0.01%
1,906
-1,681
2193
$16.3K ﹤0.01%
252
-7,278
2194
$16.3K ﹤0.01%
149
+64
2195
$16.2K ﹤0.01%
1,055
+450
2196
$16.1K ﹤0.01%
3,637
+86
2197
$16.1K ﹤0.01%
2,500
2198
$16K ﹤0.01%
500
-304
2199
$16K ﹤0.01%
135
2200
$16K ﹤0.01%
674
86 87
88
89 90