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
251
$2.65M 0.08%
4,653
+1,610
252
$2.63M 0.08%
10,671
-179
253
$2.63M 0.08%
34,700
-2,735
254
$2.61M 0.07%
26,211
+3,747
255
$2.57M 0.07%
29,827
+1,938
256
$2.56M 0.07%
9,502
-1,003
257
$2.54M 0.07%
19,632
-2,078
258
$2.54M 0.07%
7,052
+869
259
$2.53M 0.07%
11,466
+3,748
260
$2.53M 0.07%
28,979
-2,848
261
$2.52M 0.07%
41,853
+5,345
262
$2.5M 0.07%
100,207
+2,712
263
$2.49M 0.07%
95,579
-4,489
264
$2.48M 0.07%
+76,247
265
$2.43M 0.07%
109,600
+23,318
266
$2.43M 0.07%
56,019
+420
267
$2.41M 0.07%
29,684
+5,965
268
$2.41M 0.07%
86,891
+548
269
$2.41M 0.07%
40,283
+31,131
270
$2.37M 0.07%
40,282
+1,072
271
$2.36M 0.07%
14,382
-478
272
$2.35M 0.07%
20,320
-272
273
$2.32M 0.07%
33,181
+18,783
274
$2.3M 0.07%
28,836
+617
275
$2.29M 0.07%
10,118
-354
9 10
11
12 13