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
676
$442K 0.01%
7,121
+4,224
677
$441K 0.01%
4,902
-842
678
$439K 0.01%
2,695
-479
679
$439K 0.01%
10,833
+4,478
680
$437K 0.01%
+12,135
681
$437K 0.01%
10,174
-283
682
$436K 0.01%
8,814
-173
683
$430K 0.01%
1,587
+56
684
$427K 0.01%
3,778
-1,033
685
$421K 0.01%
17,592
-1,196
686
$421K 0.01%
1,509
-391
687
$420K 0.01%
32,667
-3,632
688
$419K 0.01%
4,101
-1,215
689
$418K 0.01%
1,464
+281
690
$417K 0.01%
10,737
-1,806
691
$416K 0.01%
9,463
-1,171
692
$414K 0.01%
12,214
+1,643
693
$414K 0.01%
1,071
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694
$413K 0.01%
19,538
+203
695
$413K 0.01%
8,915
+1,900
696
$411K 0.01%
11,101
+3,532
697
$411K 0.01%
1,594
-132
698
$411K 0.01%
+11,140
699
$411K 0.01%
10,234
-791
700
$411K 0.01%
1,094
+411
26 27
28
29 30