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
2301
$12.7K ﹤0.01%
449
2302
$12.7K ﹤0.01%
6
2303
$12.6K ﹤0.01%
109
+73
2304
$12.6K ﹤0.01%
269
2305
$12.5K ﹤0.01%
228
2306
$12.5K ﹤0.01%
503
-2,000
2307
$12.5K ﹤0.01%
35
2308
$12.5K ﹤0.01%
236
-22
2309
$12.4K ﹤0.01%
252
-105
2310
$12.4K ﹤0.01%
501
-24
2311
$12.3K ﹤0.01%
251
+218
2312
$12.3K ﹤0.01%
238
+206
2313
$12.3K ﹤0.01%
1,014
+580
2314
$12.3K ﹤0.01%
1,039
+10
2315
$12.3K ﹤0.01%
200
2316
$12.3K ﹤0.01%
+1,500
2317
$12.3K ﹤0.01%
668
+330
2318
$12.2K ﹤0.01%
+332
2319
$12.2K ﹤0.01%
5,290
-2,320
2320
$12.1K ﹤0.01%
384
+205
2321
$12.1K ﹤0.01%
385
2322
$12.1K ﹤0.01%
77
-36
2323
$12.1K ﹤0.01%
1,733
+517
2324
$12K ﹤0.01%
820
+20
2325
$12K ﹤0.01%
251
+122
91 92
93
94 95