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
1076
$151K ﹤0.01%
518
+232
1077
$151K ﹤0.01%
+4,035
1078
$151K ﹤0.01%
1,365
+5
1079
$151K ﹤0.01%
809
-35
1080
$149K ﹤0.01%
1,383
+781
1081
$149K ﹤0.01%
2,583
-1,281
1082
$149K ﹤0.01%
3,691
-181
1083
$149K ﹤0.01%
830
+188
1084
$148K ﹤0.01%
2,509
+191
1085
$148K ﹤0.01%
12,998
+141
1086
$147K ﹤0.01%
1,023
+525
1087
$147K ﹤0.01%
701
-67
1088
$146K ﹤0.01%
446
-23
1089
$146K ﹤0.01%
2,361
-111
1090
$146K ﹤0.01%
2,507
-52
1091
$146K ﹤0.01%
635
-107
1092
$145K ﹤0.01%
7,216
+398
1093
$144K ﹤0.01%
2,165
-439
1094
$144K ﹤0.01%
861
+383
1095
$144K ﹤0.01%
6,094
-3,082
1096
$144K ﹤0.01%
330
-45
1097
$143K ﹤0.01%
652
+397
1098
$143K ﹤0.01%
1,929
-465
1099
$143K ﹤0.01%
3,710
+73
1100
$143K ﹤0.01%
6,483
-2,573
42 43
44
45 46