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
851
$257K 0.01%
10,248
-7,014
852
$255K 0.01%
749
+561
853
$255K 0.01%
3,738
-220
854
$255K 0.01%
4,417
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855
$254K 0.01%
6,280
+3,156
856
$253K 0.01%
1,468
-69
857
$252K 0.01%
2,115
-284
858
$251K 0.01%
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-419
859
$251K 0.01%
7,626
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860
$250K 0.01%
3,161
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861
$249K 0.01%
1,553
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862
$249K 0.01%
10,754
+1,615
863
$248K 0.01%
4,098
-309
864
$247K 0.01%
10,496
865
$247K 0.01%
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$247K 0.01%
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6,104
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870
$242K 0.01%
8,647
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871
$242K 0.01%
11,992
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872
$242K 0.01%
4,819
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873
$241K 0.01%
5,991
+1,298
874
$241K 0.01%
3,539
+2,355
875
$239K 0.01%
971
+284
33 34
35
36 37