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
701
$409K 0.01%
1,775
-267
702
$409K 0.01%
10,655
-122
703
$409K 0.01%
10,805
-868
704
$407K 0.01%
12,530
+299
705
$406K 0.01%
7,003
+204
706
$403K 0.01%
1,717
-230
707
$401K 0.01%
4,052
+362
708
$399K 0.01%
674
+67
709
$399K 0.01%
1,273
+340
710
$398K 0.01%
7,363
-448
711
$397K 0.01%
8,228
+81
712
$396K 0.01%
4,439
+69
713
$395K 0.01%
15,604
-4,747
714
$394K 0.01%
48,892
+35,863
715
$392K 0.01%
1,629
-130
716
$390K 0.01%
3,686
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717
$388K 0.01%
2,333
+1,081
718
$388K 0.01%
3,387
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719
$386K 0.01%
16,161
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720
$386K 0.01%
11,958
+274
721
$386K 0.01%
+3,919
722
$385K 0.01%
3,360
+845
723
$384K 0.01%
117,209
724
$381K 0.01%
4,483
+722
725
$379K 0.01%
2,240
+107
27 28
29
30 31