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
3326
$762 ﹤0.01%
278
+19
3327
$762 ﹤0.01%
24
3328
$751 ﹤0.01%
31
3329
$749 ﹤0.01%
17,924
3330
$747 ﹤0.01%
5
+2
3331
$747 ﹤0.01%
34
3332
$743 ﹤0.01%
13
-92
3333
$741 ﹤0.01%
19
3334
$739 ﹤0.01%
1,000
3335
$736 ﹤0.01%
39
3336
$734 ﹤0.01%
410
3337
$733 ﹤0.01%
12
3338
$719 ﹤0.01%
+705
3339
$716 ﹤0.01%
89
-90
3340
$714 ﹤0.01%
19
-11
3341
$713 ﹤0.01%
39
-125
3342
$711 ﹤0.01%
100
3343
$701 ﹤0.01%
+15
3344
$699 ﹤0.01%
41
3345
$687 ﹤0.01%
16
3346
$687 ﹤0.01%
284
3347
$679 ﹤0.01%
114
+4
3348
$678 ﹤0.01%
10
3349
$676 ﹤0.01%
167
3350
$672 ﹤0.01%
89
132 133
134
135 136