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
2401
$10K ﹤0.01%
+4,237
2402
$9.94K ﹤0.01%
250
2403
$9.93K ﹤0.01%
326
+6
2404
$9.9K ﹤0.01%
+420
2405
$9.89K ﹤0.01%
190
-10
2406
$9.86K ﹤0.01%
74
-11
2407
$9.86K ﹤0.01%
411
+393
2408
$9.86K ﹤0.01%
232
2409
$9.84K ﹤0.01%
+379
2410
$9.77K ﹤0.01%
270
+79
2411
$9.77K ﹤0.01%
178
2412
$9.75K ﹤0.01%
548
2413
$9.75K ﹤0.01%
6,298
-4,216
2414
$9.69K ﹤0.01%
691
2415
$9.63K ﹤0.01%
165
-50
2416
$9.6K ﹤0.01%
917
-1,498
2417
$9.43K ﹤0.01%
472
+286
2418
$9.4K ﹤0.01%
337
2419
$9.38K ﹤0.01%
1,744
+48
2420
$9.35K ﹤0.01%
249
-335
2421
$9.34K ﹤0.01%
3,511
-2,705
2422
$9.34K ﹤0.01%
247
2423
$9.31K ﹤0.01%
128
2424
$9.28K ﹤0.01%
330
+305
2425
$9.24K ﹤0.01%
438
+38
95 96
97
98 99