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
751
$341K 0.01%
5,843
+1,527
752
$341K 0.01%
5,372
+1,672
753
$341K 0.01%
3,680
-3
754
$340K 0.01%
4,246
+889
755
$338K 0.01%
5,408
756
$338K 0.01%
536
-156
757
$337K 0.01%
25,341
+5,731
758
$337K 0.01%
7,909
+114
759
$337K 0.01%
5,037
+980
760
$335K 0.01%
1,932
+410
761
$333K 0.01%
10,180
-7,630
762
$333K 0.01%
4,959
-16,020
763
$332K 0.01%
10,804
+10,677
764
$330K 0.01%
1,281
-216
765
$327K 0.01%
8,802
-38,265
766
$326K 0.01%
1,736
+156
767
$324K 0.01%
2,795
+2,021
768
$324K 0.01%
2,408
-162
769
$323K 0.01%
665
-29
770
$321K 0.01%
3,240
-25
771
$321K 0.01%
9,384
+2,252
772
$319K 0.01%
2,482
+2,007
773
$318K 0.01%
1,897
+232
774
$318K 0.01%
22,943
+4,534
775
$317K 0.01%
11,785
+3,868
29 30
31
32 33