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
451
$1.01M 0.03%
4,879
+2,729
452
$1M 0.03%
39,342
+27,410
453
$998K 0.03%
31,838
-4,972
454
$983K 0.03%
8,107
+1,887
455
$978K 0.03%
9,934
+2,411
456
$978K 0.03%
12,105
+466
457
$976K 0.03%
3,846
+427
458
$976K 0.03%
2,665
-101
459
$969K 0.03%
+39,285
460
$967K 0.03%
39,985
+1,612
461
$957K 0.03%
84,992
+16,885
462
$953K 0.03%
19,085
+1,826
463
$950K 0.03%
9,580
+981
464
$949K 0.03%
4,229
+128
465
$943K 0.03%
28,280
+12,820
466
$943K 0.03%
6,594
-51
467
$935K 0.03%
14,741
+1,726
468
$935K 0.03%
9,391
+425
469
$934K 0.03%
12,129
+3,484
470
$915K 0.03%
20,191
+2,108
471
$914K 0.03%
6,057
+6,016
472
$913K 0.03%
11,825
+11
473
$907K 0.03%
10,182
+1,327
474
$906K 0.03%
9,496
+719
475
$905K 0.03%
19,103
+2,738
17 18
19
20 21