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
951
$201K 0.01%
2,628
-604
952
$200K 0.01%
+6,463
953
$200K 0.01%
422
-13
954
$199K 0.01%
4,944
+98
955
$198K 0.01%
7,689
956
$198K 0.01%
5,575
+2,439
957
$196K 0.01%
7,336
+2,670
958
$196K 0.01%
8,195
+348
959
$196K 0.01%
1,788
+162
960
$195K 0.01%
35,029
961
$195K 0.01%
2,863
-139
962
$195K 0.01%
2,889
+777
963
$195K 0.01%
1,728
-300
964
$194K 0.01%
1,359
+3
965
$194K 0.01%
5,755
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966
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967
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$194K 0.01%
3,556
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969
$194K 0.01%
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970
$193K 0.01%
9,428
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971
$193K 0.01%
+12,650
972
$192K 0.01%
1,129
+297
973
$192K 0.01%
3,378
-137
974
$192K 0.01%
3,798
+3,468
975
$192K 0.01%
787
+117
37 38
39
40 41