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
2451
$8.52K ﹤0.01%
82
-13
2452
$8.5K ﹤0.01%
401
-88
2453
$8.5K ﹤0.01%
160
2454
$8.48K ﹤0.01%
23
+10
2455
$8.48K ﹤0.01%
336
2456
$8.47K ﹤0.01%
82
-14
2457
$8.47K ﹤0.01%
107
-415
2458
$8.44K ﹤0.01%
380
+360
2459
$8.4K ﹤0.01%
607
-42
2460
$8.38K ﹤0.01%
278
-10
2461
$8.37K ﹤0.01%
388
-46
2462
$8.31K ﹤0.01%
235
+103
2463
$8.29K ﹤0.01%
240
+97
2464
$8.28K ﹤0.01%
244
+25
2465
$8.26K ﹤0.01%
702
-422
2466
$8.26K ﹤0.01%
201
2467
$8.26K ﹤0.01%
141
+41
2468
$8.25K ﹤0.01%
+100
2469
$8.2K ﹤0.01%
96
-39
2470
$8.18K ﹤0.01%
2,170
2471
$8.17K ﹤0.01%
348
+30
2472
$8.15K ﹤0.01%
184
+168
2473
$8.15K ﹤0.01%
234
+69
2474
$8.12K ﹤0.01%
+324
2475
$8.1K ﹤0.01%
115
-15
97 98
99
100 101