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
426
$1.1M 0.03%
18,385
+107
427
$1.09M 0.03%
14,332
-548
428
$1.09M 0.03%
4,301
-3,593
429
$1.09M 0.03%
45,273
+5,091
430
$1.08M 0.03%
9,947
-513
431
$1.08M 0.03%
17,670
-1,676
432
$1.08M 0.03%
9,200
-86
433
$1.08M 0.03%
3,347
+378
434
$1.08M 0.03%
25,090
-2,037
435
$1.07M 0.03%
13,129
-2,158
436
$1.07M 0.03%
6,067
+83
437
$1.07M 0.03%
10,040
+3,320
438
$1.06M 0.03%
5,028
+3,783
439
$1.06M 0.03%
7,272
-1,298
440
$1.05M 0.03%
15,705
+2,478
441
$1.05M 0.03%
18,536
-45
442
$1.04M 0.03%
9,140
+48
443
$1.04M 0.03%
8,283
+6,752
444
$1.03M 0.03%
8,860
-217
445
$1.03M 0.03%
3,673
-320
446
$1.03M 0.03%
51,340
-8,531
447
$1.02M 0.03%
7,815
-381
448
$1.02M 0.03%
15,214
-692
449
$1.01M 0.03%
961
-895
450
$1.01M 0.03%
9,668
-334
16 17
18
19 20