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
3576
$53 ﹤0.01%
4
3577
$53 ﹤0.01%
17
3578
$49 ﹤0.01%
2
-59
3579
$49 ﹤0.01%
+6
3580
$48 ﹤0.01%
3
3581
$48 ﹤0.01%
1
-24
3582
$48 ﹤0.01%
6
-50
3583
$48 ﹤0.01%
+1
3584
$47 ﹤0.01%
+2
3585
$46 ﹤0.01%
2
3586
$46 ﹤0.01%
16
3587
$45 ﹤0.01%
+2
3588
$44 ﹤0.01%
15
3589
$42 ﹤0.01%
26
3590
$42 ﹤0.01%
25
3591
$41 ﹤0.01%
8
3592
$38 ﹤0.01%
30
3593
$38 ﹤0.01%
73
3594
$38 ﹤0.01%
33
3595
$38 ﹤0.01%
10
3596
$37 ﹤0.01%
+2
3597
$34 ﹤0.01%
+3
3598
$34 ﹤0.01%
1
3599
$34 ﹤0.01%
+2
3600
$33 ﹤0.01%
1
142 143
144
145 146