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
351
$1.56M 0.04%
3,667
-1,391
352
$1.56M 0.04%
31,470
+4,590
353
$1.55M 0.04%
2,982
-292
354
$1.55M 0.04%
18,026
+1,267
355
$1.55M 0.04%
38,053
+28,531
356
$1.54M 0.04%
50,536
+4,237
357
$1.53M 0.04%
30,740
+5,431
358
$1.53M 0.04%
18,218
-793
359
$1.53M 0.04%
27,542
-44,031
360
$1.52M 0.04%
65,455
-16,601
361
$1.49M 0.04%
9,212
+325
362
$1.48M 0.04%
12,251
+755
363
$1.47M 0.04%
28,261
-1,215
364
$1.47M 0.04%
25,675
+4,635
365
$1.47M 0.04%
6,392
+223
366
$1.45M 0.04%
29,358
+3,998
367
$1.44M 0.04%
11,956
+2,688
368
$1.44M 0.04%
7,856
-154
369
$1.44M 0.04%
1,527
+157
370
$1.43M 0.04%
26,918
+2,503
371
$1.42M 0.04%
4,854
-3,001
372
$1.41M 0.04%
3,156
-784
373
$1.4M 0.04%
6,666
-130
374
$1.4M 0.04%
121,345
-27,585
375
$1.4M 0.04%
1,103
+890
13 14
15
16 17