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
376
$1.39M 0.04%
39,876
+3,203
377
$1.39M 0.04%
8,544
-89
378
$1.38M 0.04%
29,672
+10,707
379
$1.38M 0.04%
13,704
+715
380
$1.38M 0.04%
18,188
-1,971
381
$1.37M 0.04%
3,708
-481
382
$1.37M 0.04%
13,622
+184
383
$1.36M 0.04%
6,008
+3,354
384
$1.35M 0.04%
10,771
-413
385
$1.34M 0.04%
27,367
+5,103
386
$1.34M 0.04%
24,084
+23,564
387
$1.34M 0.04%
7,340
-182
388
$1.33M 0.04%
4,924
+779
389
$1.33M 0.04%
42,170
-9,151
390
$1.32M 0.04%
29,016
+4,228
391
$1.32M 0.04%
3,899
+139
392
$1.32M 0.04%
61,056
+7,239
393
$1.3M 0.04%
11,733
-447
394
$1.29M 0.04%
10,567
+622
395
$1.28M 0.04%
39,677
+2,875
396
$1.28M 0.04%
14,127
+1,534
397
$1.27M 0.04%
3,000
-605
398
$1.26M 0.04%
10,905
-3,509
399
$1.26M 0.04%
22,964
+17,713
400
$1.25M 0.04%
36,847
-3,263
14 15
16
17 18