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
876
$238K 0.01%
1,272
+925
877
$238K 0.01%
5,129
+36
878
$238K 0.01%
10,711
-509
879
$238K 0.01%
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880
$238K 0.01%
1,181
-105
881
$237K 0.01%
8,698
+3,588
882
$236K 0.01%
4,803
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883
$236K 0.01%
664
+180
884
$236K 0.01%
25,438
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885
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886
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2,357
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887
$234K 0.01%
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888
$234K 0.01%
5,168
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889
$233K 0.01%
11,776
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890
$233K 0.01%
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896
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2,925
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2,190
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898
$229K 0.01%
4,017
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899
$228K 0.01%
2,911
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900
$228K 0.01%
2,204
-305
34 35
36
37 38