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
2426
$9.23K ﹤0.01%
+369
2427
$9.16K ﹤0.01%
309
2428
$9.12K ﹤0.01%
462
2429
$9.12K ﹤0.01%
633
-128
2430
$9.05K ﹤0.01%
89
+64
2431
$9.03K ﹤0.01%
100
2432
$9.01K ﹤0.01%
68
-17
2433
$8.99K ﹤0.01%
281
-1,993
2434
$8.96K ﹤0.01%
169
-39
2435
$8.96K ﹤0.01%
768
+664
2436
$8.85K ﹤0.01%
407
2437
$8.8K ﹤0.01%
+237
2438
$8.79K ﹤0.01%
411
-1,280
2439
$8.76K ﹤0.01%
26
-1
2440
$8.73K ﹤0.01%
115
+25
2441
$8.69K ﹤0.01%
216
-45
2442
$8.64K ﹤0.01%
108
+102
2443
$8.63K ﹤0.01%
+197
2444
$8.63K ﹤0.01%
240
2445
$8.61K ﹤0.01%
279
+55
2446
$8.61K ﹤0.01%
122
2447
$8.58K ﹤0.01%
273
-214
2448
$8.57K ﹤0.01%
81
2449
$8.54K ﹤0.01%
578
-18
2450
$8.54K ﹤0.01%
156
+130
96 97
98
99 100