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
3526
$126 ﹤0.01%
4
3527
$125 ﹤0.01%
15
3528
$123 ﹤0.01%
+9
3529
$119 ﹤0.01%
3
3530
$118 ﹤0.01%
+1
3531
$117 ﹤0.01%
9
3532
$115 ﹤0.01%
4
-80
3533
$114 ﹤0.01%
17
3534
$112 ﹤0.01%
4
3535
$112 ﹤0.01%
1
3536
$109 ﹤0.01%
6
3537
$108 ﹤0.01%
2
-9
3538
$106 ﹤0.01%
+7
3539
$106 ﹤0.01%
18
-37
3540
$105 ﹤0.01%
+24
3541
$103 ﹤0.01%
10
3542
$101 ﹤0.01%
6
3543
$101 ﹤0.01%
+3
3544
$99 ﹤0.01%
23
3545
$97 ﹤0.01%
3
-676
3546
$94 ﹤0.01%
1
-24
3547
$91 ﹤0.01%
6
3548
$91 ﹤0.01%
+1
3549
$90 ﹤0.01%
+1
3550
$82 ﹤0.01%
2
140 141
142
143 144