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
3276
$995 ﹤0.01%
73
+1
3277
$993 ﹤0.01%
+33
3278
$987 ﹤0.01%
130
3279
$978 ﹤0.01%
40
3280
$977 ﹤0.01%
199
-31
3281
$962 ﹤0.01%
30
-172
3282
$959 ﹤0.01%
333
3283
$954 ﹤0.01%
13
3284
$941 ﹤0.01%
44
3285
$941 ﹤0.01%
15
3286
$940 ﹤0.01%
10
3287
$932 ﹤0.01%
62
3288
$926 ﹤0.01%
485
-1,912
3289
$923 ﹤0.01%
29
3290
$921 ﹤0.01%
18
3291
$917 ﹤0.01%
+37
3292
$913 ﹤0.01%
41
-21
3293
$909 ﹤0.01%
10
+2
3294
$907 ﹤0.01%
20
3295
$907 ﹤0.01%
447
3296
$903 ﹤0.01%
20
3297
$896 ﹤0.01%
411
3298
$892 ﹤0.01%
2
3299
$884 ﹤0.01%
33
3300
$869 ﹤0.01%
18
130 131
132
133 134