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
2251
$14.5K ﹤0.01%
345
2252
$14.5K ﹤0.01%
770
+330
2253
$14.5K ﹤0.01%
3,321
+250
2254
$14.5K ﹤0.01%
220
2255
$14.4K ﹤0.01%
452
+42
2256
$14.4K ﹤0.01%
800
2257
$14.4K ﹤0.01%
67
+3
2258
$14.4K ﹤0.01%
272
-89
2259
$14.3K ﹤0.01%
85
+45
2260
$14.2K ﹤0.01%
517
+8
2261
$14.2K ﹤0.01%
988
-1,174
2262
$14.2K ﹤0.01%
339
+27
2263
$14.2K ﹤0.01%
1,760
-75
2264
$14.2K ﹤0.01%
2,400
2265
$14.1K ﹤0.01%
91
+3
2266
$14.1K ﹤0.01%
788
-433
2267
$14.1K ﹤0.01%
94
-337
2268
$14K ﹤0.01%
673
-1,580
2269
$14K ﹤0.01%
+1,500
2270
$14K ﹤0.01%
+1,000
2271
$14K ﹤0.01%
520
-120
2272
$14K ﹤0.01%
+200
2273
$14K ﹤0.01%
160
-15
2274
$13.9K ﹤0.01%
2,000
2275
$13.8K ﹤0.01%
+350
89 90
91
92 93