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
551
$662K 0.02%
16,440
-358
552
$658K 0.02%
17,668
+15,933
553
$656K 0.02%
33,783
-234
554
$653K 0.02%
2,331
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555
$653K 0.02%
9,961
+1,294
556
$651K 0.02%
+3,985
557
$650K 0.02%
23,729
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558
$650K 0.02%
21,772
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559
$645K 0.02%
18,925
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560
$639K 0.02%
376
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561
$637K 0.02%
7,863
-1,130
562
$636K 0.02%
38,266
-53,409
563
$635K 0.02%
42,223
-57,660
564
$631K 0.02%
3,851
-152
565
$631K 0.02%
7,350
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566
$628K 0.02%
37,771
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567
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5,140
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3,206
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569
$615K 0.02%
24,933
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570
$614K 0.02%
28,591
+11,370
571
$610K 0.02%
12,333
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572
$608K 0.02%
8,321
+29
573
$607K 0.02%
8,117
-1,246
574
$607K 0.02%
15,042
+10,976
575
$605K 0.02%
11,502
-2,208
21 22
23
24 25