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
901
$227K 0.01%
4,517
+292
902
$225K 0.01%
8,476
+1,710
903
$225K 0.01%
4,902
+89
904
$224K 0.01%
971
+248
905
$222K 0.01%
12,836
-5,978
906
$222K 0.01%
9,509
+2,812
907
$221K 0.01%
7,455
-995
908
$221K 0.01%
3,453
+1,854
909
$220K 0.01%
4,392
+979
910
$219K 0.01%
1,886
+386
911
$219K 0.01%
12,783
-20
912
$219K 0.01%
1,168
+270
913
$219K 0.01%
4,657
+2,797
914
$218K 0.01%
3,217
+1,202
915
$218K 0.01%
5,702
+896
916
$216K 0.01%
6,778
+2,173
917
$216K 0.01%
1,568
+515
918
$216K 0.01%
2,552
-553
919
$215K 0.01%
1,385
-157
920
$214K 0.01%
+7,044
921
$214K 0.01%
4,808
922
$214K 0.01%
5,027
+1,864
923
$213K 0.01%
4,507
+51
924
$212K 0.01%
60,000
925
$212K 0.01%
31,297
+7,500
35 36
37
38 39