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
776
$317K 0.01%
6,018
-540
777
$317K 0.01%
8,806
-2,534
778
$316K 0.01%
8,360
+2,070
779
$314K 0.01%
+669
780
$314K 0.01%
4,504
+22
781
$313K 0.01%
17,067
-1,105
782
$313K 0.01%
7,973
-430
783
$312K 0.01%
9,275
-4,187
784
$312K 0.01%
1,685
+198
785
$311K 0.01%
2,252
-2,596
786
$311K 0.01%
1,589
+618
787
$310K 0.01%
3,428
+641
788
$310K 0.01%
4,727
+532
789
$310K 0.01%
1,456
+18
790
$309K 0.01%
6,154
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791
$308K 0.01%
7,814
792
$307K 0.01%
10,747
-1,654
793
$307K 0.01%
6,307
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794
$307K 0.01%
9,025
+5,035
795
$306K 0.01%
671
+43
796
$305K 0.01%
+21,502
797
$304K 0.01%
14,284
-29,009
798
$303K 0.01%
4,362
-294
799
$303K 0.01%
1,646
+306
800
$301K 0.01%
5,135
+726
30 31
32
33 34