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
2226
$15.2K ﹤0.01%
173
+56
2227
$15.1K ﹤0.01%
3,593
-3,593
2228
$15.1K ﹤0.01%
120
+100
2229
$15K ﹤0.01%
321
2230
$15K ﹤0.01%
219
+21
2231
$15K ﹤0.01%
+400
2232
$15K ﹤0.01%
+698
2233
$15K ﹤0.01%
343
+25
2234
$14.9K ﹤0.01%
768
+162
2235
$14.9K ﹤0.01%
121
-5
2236
$14.9K ﹤0.01%
167
+3
2237
$14.8K ﹤0.01%
492
2238
$14.8K ﹤0.01%
220
+9
2239
$14.7K ﹤0.01%
62
2240
$14.7K ﹤0.01%
3,014
-791
2241
$14.7K ﹤0.01%
+3,272
2242
$14.7K ﹤0.01%
+799
2243
$14.7K ﹤0.01%
159
+94
2244
$14.7K ﹤0.01%
1,025
+250
2245
$14.6K ﹤0.01%
219
-170
2246
$14.6K ﹤0.01%
227
+47
2247
$14.6K ﹤0.01%
458
-39
2248
$14.6K ﹤0.01%
1,441
-78
2249
$14.5K ﹤0.01%
210
-167
2250
$14.5K ﹤0.01%
174
+40
88 89
90
91 92