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
2201
$15.9K ﹤0.01%
386
-42
2202
$15.9K ﹤0.01%
442
-49
2203
$15.8K ﹤0.01%
430
2204
$15.8K ﹤0.01%
+256
2205
$15.7K ﹤0.01%
258
2206
$15.7K ﹤0.01%
413
2207
$15.7K ﹤0.01%
129
+10
2208
$15.7K ﹤0.01%
790
+103
2209
$15.6K ﹤0.01%
202
+18
2210
$15.6K ﹤0.01%
140
-1
2211
$15.6K ﹤0.01%
85
-60
2212
$15.6K ﹤0.01%
255
-171
2213
$15.6K ﹤0.01%
418
2214
$15.6K ﹤0.01%
3,609
+456
2215
$15.5K ﹤0.01%
725
2216
$15.5K ﹤0.01%
885
-189
2217
$15.5K ﹤0.01%
2,279
+1,261
2218
$15.4K ﹤0.01%
590
+38
2219
$15.4K ﹤0.01%
238
+70
2220
$15.4K ﹤0.01%
156
2221
$15.4K ﹤0.01%
1,306
+1,023
2222
$15.3K ﹤0.01%
+550
2223
$15.2K ﹤0.01%
191
+1
2224
$15.2K ﹤0.01%
+317
2225
$15.2K ﹤0.01%
555
-486
87 88
89
90 91