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
3551
$81 ﹤0.01%
+16
3552
$80 ﹤0.01%
3
-44
3553
$75 ﹤0.01%
16
3554
$74 ﹤0.01%
4
3555
$73 ﹤0.01%
+1
3556
$71 ﹤0.01%
+3
3557
$71 ﹤0.01%
+4
3558
$71 ﹤0.01%
27
3559
$70 ﹤0.01%
+2
3560
$68 ﹤0.01%
1
3561
$66 ﹤0.01%
11
3562
$66 ﹤0.01%
2
3563
$63 ﹤0.01%
+7
3564
$63 ﹤0.01%
50
3565
$61 ﹤0.01%
3
3566
$61 ﹤0.01%
3
3567
$60 ﹤0.01%
6
3568
$59 ﹤0.01%
+2
3569
$58 ﹤0.01%
5
3570
$58 ﹤0.01%
+1
3571
$57 ﹤0.01%
2
3572
$57 ﹤0.01%
4
3573
$56 ﹤0.01%
1
3574
$54 ﹤0.01%
65
3575
$54 ﹤0.01%
3
-2
141 142
143
144 145