GRP

Global Retirement Partners Portfolio holdings

AUM $5.64B
This Fund
S&P 500
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
+$8.05M
2
+$7.02M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$6.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$5.57M

Top Sells

1
+$9.82M
2
+$8.16M
3
+$5.26M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.89M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.13M

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
3751
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3752
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3753
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3754
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3755
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3756
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-1
3757
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3758
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-25,765
3759
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3760
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3761
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-7
3762
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-3,214
3763
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3764
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-750
3765
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-16
3766
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3767
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3768
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3769
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3770
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3771
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3772
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3773
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-15
3774
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-350
3775
– –
-643
149 150
151
152 153