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
2376
$10.9K ﹤0.01%
821
+733
2377
$10.8K ﹤0.01%
396
-20
2378
$10.8K ﹤0.01%
448
+4
2379
$10.8K ﹤0.01%
551
-149
2380
$10.8K ﹤0.01%
470
+3
2381
$10.7K ﹤0.01%
674
+172
2382
$10.7K ﹤0.01%
149
+20
2383
$10.6K ﹤0.01%
409
+27
2384
$10.5K ﹤0.01%
118
-24
2385
$10.5K ﹤0.01%
+544
2386
$10.4K ﹤0.01%
65
-6
2387
$10.4K ﹤0.01%
90
+1
2388
$10.4K ﹤0.01%
141
2389
$10.4K ﹤0.01%
280
+112
2390
$10.4K ﹤0.01%
797
-89
2391
$10.3K ﹤0.01%
+559
2392
$10.3K ﹤0.01%
153
+148
2393
$10.3K ﹤0.01%
279
-15
2394
$10.3K ﹤0.01%
65
-6
2395
$10.2K ﹤0.01%
1,000
2396
$10.2K ﹤0.01%
125
-5,800
2397
$10.2K ﹤0.01%
196
2398
$10.1K ﹤0.01%
325
+65
2399
$10.1K ﹤0.01%
+497
2400
$10.1K ﹤0.01%
651
94 95
96
97 98