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
2326
$12K ﹤0.01%
921
-1,082
2327
$12K ﹤0.01%
185
2328
$11.9K ﹤0.01%
243
+8
2329
$11.9K ﹤0.01%
+525
2330
$11.9K ﹤0.01%
1,000
2331
$11.8K ﹤0.01%
173
2332
$11.8K ﹤0.01%
48
-12
2333
$11.8K ﹤0.01%
36
-42
2334
$11.8K ﹤0.01%
319
-133
2335
$11.8K ﹤0.01%
158
-182
2336
$11.8K ﹤0.01%
5,000
2337
$11.7K ﹤0.01%
304
-44
2338
$11.7K ﹤0.01%
700
2339
$11.6K ﹤0.01%
100
2340
$11.6K ﹤0.01%
777
-34,766
2341
$11.6K ﹤0.01%
222
-173
2342
$11.6K ﹤0.01%
263
+3
2343
$11.6K ﹤0.01%
+400
2344
$11.5K ﹤0.01%
102
-98
2345
$11.5K ﹤0.01%
443
2346
$11.5K ﹤0.01%
225
+2
2347
$11.5K ﹤0.01%
400
2348
$11.5K ﹤0.01%
46
-41
2349
$11.5K ﹤0.01%
+1,928
2350
$11.4K ﹤0.01%
1,140
+691
92 93
94
95 96