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
926
$210K 0.01%
8,299
-228
927
$210K 0.01%
6,594
+213
928
$210K 0.01%
596
+164
929
$209K 0.01%
3,647
+1,000
930
$209K 0.01%
844
+24
931
$208K 0.01%
3,686
+984
932
$208K 0.01%
4,390
+586
933
$208K 0.01%
52,263
+51,174
934
$208K 0.01%
5,051
+4,844
935
$208K 0.01%
19,013
-49,987
936
$207K 0.01%
2,020
+300
937
$206K 0.01%
5,383
+457
938
$206K 0.01%
4,700
-872
939
$205K 0.01%
1,947
+848
940
$205K 0.01%
745
-141
941
$205K 0.01%
3,995
-149
942
$205K 0.01%
8,980
+3,949
943
$205K 0.01%
20,092
-49,926
944
$204K 0.01%
5,898
+1,917
945
$204K 0.01%
3,863
+766
946
$204K 0.01%
19,003
+342
947
$203K 0.01%
4,098
+42
948
$203K 0.01%
3,259
+3,182
949
$203K 0.01%
2,253
+1,198
950
$201K 0.01%
1,094
-863
36 37
38
39 40