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
801
$300K 0.01%
1,405
+492
802
$299K 0.01%
19,765
-8,612
803
$297K 0.01%
2,810
+832
804
$297K 0.01%
+8,169
805
$296K 0.01%
1,412
+370
806
$295K 0.01%
3,686
+191
807
$294K 0.01%
557
+129
808
$292K 0.01%
562
+67
809
$292K 0.01%
5,851
+506
810
$291K 0.01%
11,406
+3,525
811
$291K 0.01%
6,028
-287
812
$289K 0.01%
24,628
+23,383
813
$289K 0.01%
19,933
+11,166
814
$288K 0.01%
6,394
+1,829
815
$287K 0.01%
5,690
+2
816
$287K 0.01%
12,928
+133
817
$287K 0.01%
4,745
+540
818
$287K 0.01%
9,024
-476
819
$285K 0.01%
628
+204
820
$285K 0.01%
1,501
+11
821
$284K 0.01%
11,050
+2,320
822
$284K 0.01%
2,024
+495
823
$283K 0.01%
4,992
-1,509
824
$283K 0.01%
2,426
-195
825
$283K 0.01%
15,987
+406
31 32
33
34 35