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
2351
$11.4K ﹤0.01%
142
+1
2352
$11.4K ﹤0.01%
42
-6
2353
$11.4K ﹤0.01%
1,049
+907
2354
$11.4K ﹤0.01%
231
2355
$11.4K ﹤0.01%
895
-400
2356
$11.3K ﹤0.01%
260
-64
2357
$11.3K ﹤0.01%
415
2358
$11.3K ﹤0.01%
440
2359
$11.3K ﹤0.01%
645
2360
$11.1K ﹤0.01%
83
-23
2361
$11.1K ﹤0.01%
164
+4
2362
$11.1K ﹤0.01%
84
-25
2363
$11.1K ﹤0.01%
107
-8
2364
$11.1K ﹤0.01%
165
-51
2365
$11.1K ﹤0.01%
+676
2366
$11.1K ﹤0.01%
189
2367
$11.1K ﹤0.01%
+695
2368
$11K ﹤0.01%
250
2369
$11K ﹤0.01%
115
+24
2370
$11K ﹤0.01%
458
+4
2371
$10.9K ﹤0.01%
188
-155
2372
$10.9K ﹤0.01%
145
+1
2373
$10.9K ﹤0.01%
200
+50
2374
$10.9K ﹤0.01%
223
-830
2375
$10.9K ﹤0.01%
1,000
93 94
95
96 97