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
2276
$13.8K ﹤0.01%
277
2277
$13.7K ﹤0.01%
3,049
-196
2278
$13.7K ﹤0.01%
905
-309
2279
$13.6K ﹤0.01%
219
+3
2280
$13.5K ﹤0.01%
160
2281
$13.5K ﹤0.01%
+3,247
2282
$13.4K ﹤0.01%
294
-201
2283
$13.3K ﹤0.01%
72
-4
2284
$13.3K ﹤0.01%
168
-30
2285
$13.3K ﹤0.01%
794
2286
$13.2K ﹤0.01%
185
+150
2287
$13.2K ﹤0.01%
233
2288
$13.2K ﹤0.01%
147
+5
2289
$13.2K ﹤0.01%
359
-309
2290
$13.1K ﹤0.01%
576
2291
$13.1K ﹤0.01%
457
-602
2292
$13.1K ﹤0.01%
+969
2293
$13.1K ﹤0.01%
126
+106
2294
$13K ﹤0.01%
498
-242
2295
$13K ﹤0.01%
794
2296
$13K ﹤0.01%
81
-16
2297
$13K ﹤0.01%
271
-481
2298
$12.8K ﹤0.01%
95
+1
2299
$12.8K ﹤0.01%
+256
2300
$12.8K ﹤0.01%
250
90 91
92
93 94