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
626
$515K 0.01%
4,880
-49
627
$514K 0.01%
5,112
+1,269
628
$513K 0.01%
5,550
-1,381
629
$512K 0.01%
12,227
-497
630
$512K 0.01%
18,944
+1,491
631
$510K 0.01%
262
+58
632
$508K 0.01%
10,121
+1,979
633
$506K 0.01%
1,008
+207
634
$496K 0.01%
11,482
+6,986
635
$495K 0.01%
7,763
-87
636
$492K 0.01%
6,408
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637
$490K 0.01%
1,441
-114
638
$489K 0.01%
14,734
-5,961
639
$485K 0.01%
8,459
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640
$485K 0.01%
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641
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642
$479K 0.01%
23,001
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643
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644
$476K 0.01%
11,249
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645
$475K 0.01%
21,346
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646
$475K 0.01%
8,747
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647
$474K 0.01%
3,869
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648
$472K 0.01%
+15,194
649
$471K 0.01%
8,379
-340
650
$469K 0.01%
25,184
-17,949
24 25
26
27 28