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
526
$719K 0.02%
2,834
+1,061
527
$718K 0.02%
6,496
+764
528
$717K 0.02%
7,171
-325
529
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14,767
+423
530
$713K 0.02%
6,016
+48
531
$711K 0.02%
10,844
-5,101
532
$708K 0.02%
12,170
+3,046
533
$704K 0.02%
1,413
+189
534
$699K 0.02%
5,942
-168
535
$698K 0.02%
5,697
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536
$696K 0.02%
12,131
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537
$694K 0.02%
33,608
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538
$693K 0.02%
11,461
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539
$692K 0.02%
6,782
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540
$686K 0.02%
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541
$686K 0.02%
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543
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24,532
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545
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2,750
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546
$678K 0.02%
7,461
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547
$673K 0.02%
2,247
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548
$666K 0.02%
6,957
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549
$664K 0.02%
5,226
-2,920
550
$663K 0.02%
7,808
+174
20 21
22
23 24