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
3351
$666 ﹤0.01%
21
-2
3352
$658 ﹤0.01%
40
3353
$656 ﹤0.01%
78
3354
$655 ﹤0.01%
+47
3355
$655 ﹤0.01%
6
-409
3356
$639 ﹤0.01%
13
-3
3357
$632 ﹤0.01%
+153
3358
$624 ﹤0.01%
300
3359
$624 ﹤0.01%
30
-4
3360
$622 ﹤0.01%
69
-192
3361
$620 ﹤0.01%
20
3362
$620 ﹤0.01%
8
-7
3363
$616 ﹤0.01%
10
3364
$614 ﹤0.01%
20
3365
$612 ﹤0.01%
33
+5
3366
$609 ﹤0.01%
9
-8
3367
$605 ﹤0.01%
22
3368
$602 ﹤0.01%
15
-14
3369
$595 ﹤0.01%
14
3370
$583 ﹤0.01%
6
-24
3371
$580 ﹤0.01%
317
3372
$575 ﹤0.01%
26
3373
$570 ﹤0.01%
+20
3374
$563 ﹤0.01%
21
3375
$559 ﹤0.01%
20
+18
133 134
135
136 137