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
826
$283K 0.01%
3,712
+59
827
$280K 0.01%
1,312
+539
828
$280K 0.01%
3,868
-1,490
829
$280K 0.01%
2,128
+351
830
$280K 0.01%
18,703
-6,217
831
$279K 0.01%
3,131
-1,123
832
$278K 0.01%
395
+17
833
$278K 0.01%
4,068
-2,909
834
$277K 0.01%
5,355
+642
835
$275K 0.01%
+10,000
836
$275K 0.01%
5,622
+2,642
837
$275K 0.01%
4,003
+2,483
838
$274K 0.01%
14,963
-39,753
839
$271K 0.01%
5,945
+890
840
$270K 0.01%
5,015
-2,061
841
$269K 0.01%
2,277
+380
842
$267K 0.01%
4,609
-369
843
$267K 0.01%
2,134
+1,153
844
$266K 0.01%
3,943
+283
845
$265K 0.01%
5,178
-2,856
846
$264K 0.01%
3,102
+1,367
847
$263K 0.01%
3,806
+467
848
$262K 0.01%
80,079
+5,574
849
$261K 0.01%
+6,750
850
$258K 0.01%
1,522
+499
32 33
34
35 36