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
976
$191K 0.01%
3,854
+107
977
$191K 0.01%
4,099
+274
978
$191K 0.01%
2,931
-232
979
$189K 0.01%
+2,511
980
$189K 0.01%
2,936
+451
981
$189K 0.01%
4,428
+1,494
982
$189K 0.01%
7,332
+1,421
983
$189K 0.01%
1,785
+3
984
$188K 0.01%
3,390
985
$188K 0.01%
6,953
+1,584
986
$187K 0.01%
1,415
-85
987
$187K 0.01%
4,255
+6
988
$187K 0.01%
961
+204
989
$187K 0.01%
5,023
-1,142
990
$187K 0.01%
1,391
+106
991
$187K 0.01%
5,323
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992
$186K 0.01%
26,287
-15,064
993
$186K 0.01%
885
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994
$186K 0.01%
5,351
+1,395
995
$185K 0.01%
+8,530
996
$185K 0.01%
1,484
-397
997
$184K 0.01%
357
-487
998
$184K 0.01%
1,589
-236
999
$183K 0.01%
8,625
-5,215
1000
$183K 0.01%
1,930
+365
38 39
40
41 42