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
401
$1.22M 0.04%
15,067
+2,580
402
$1.22M 0.03%
5,725
+62
403
$1.21M 0.03%
66,486
+587
404
$1.21M 0.03%
15,974
+716
405
$1.2M 0.03%
33,038
-9,496
406
$1.2M 0.03%
59,482
+58,395
407
$1.19M 0.03%
11,219
+568
408
$1.19M 0.03%
596
+394
409
$1.18M 0.03%
14,745
+2,973
410
$1.18M 0.03%
34,478
-4,521
411
$1.17M 0.03%
7,912
+3,933
412
$1.16M 0.03%
1,848
+48
413
$1.16M 0.03%
24,283
+2,704
414
$1.16M 0.03%
169,607
+23,579
415
$1.15M 0.03%
22,974
+7,721
416
$1.15M 0.03%
421,123
+17,166
417
$1.14M 0.03%
25,820
+22,964
418
$1.14M 0.03%
30,627
-232
419
$1.13M 0.03%
15,169
+3,115
420
$1.13M 0.03%
10,592
+711
421
$1.13M 0.03%
52,893
+13,226
422
$1.12M 0.03%
11,143
+2,531
423
$1.12M 0.03%
35,080
+8,057
424
$1.1M 0.03%
30,197
+29,987
425
$1.1M 0.03%
55,385
-6,427
15 16
17
18 19