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
3401
$497 ﹤0.01%
38
-59
3402
$493 ﹤0.01%
25
3403
$493 ﹤0.01%
16
-18
3404
$489 ﹤0.01%
35
3405
$483 ﹤0.01%
15
3406
$482 ﹤0.01%
33
-15
3407
$480 ﹤0.01%
13
-66
3408
$479 ﹤0.01%
+69
3409
$473 ﹤0.01%
250
3410
$471 ﹤0.01%
18
3411
$470 ﹤0.01%
+9
3412
$468 ﹤0.01%
9
3413
$466 ﹤0.01%
92
3414
$464 ﹤0.01%
357
3415
$449 ﹤0.01%
9
3416
$446 ﹤0.01%
10
-18
3417
$445 ﹤0.01%
38
3418
$438 ﹤0.01%
+9
3419
$437 ﹤0.01%
9
3420
$437 ﹤0.01%
50
3421
$433 ﹤0.01%
46
3422
$432 ﹤0.01%
13
3423
$430 ﹤0.01%
6
-12
3424
$421 ﹤0.01%
9
-647
3425
$419 ﹤0.01%
46
-32
135 136
137
138 139