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
1126
$135K ﹤0.01%
1,594
-15
1127
$135K ﹤0.01%
2,769
+315
1128
$135K ﹤0.01%
2,451
-2,043
1129
$135K ﹤0.01%
2,962
-90
1130
$134K ﹤0.01%
1,895
-251
1131
$134K ﹤0.01%
279
+19
1132
$134K ﹤0.01%
6,979
+988
1133
$134K ﹤0.01%
276
+34
1134
$134K ﹤0.01%
2,687
1135
$133K ﹤0.01%
9,156
-7,431
1136
$133K ﹤0.01%
2,290
+18
1137
$133K ﹤0.01%
582
+196
1138
$132K ﹤0.01%
5,537
+281
1139
$131K ﹤0.01%
1,380
-11
1140
$131K ﹤0.01%
846
-29
1141
$131K ﹤0.01%
1,937
+208
1142
$131K ﹤0.01%
308
-118
1143
$131K ﹤0.01%
753
-31
1144
$131K ﹤0.01%
3,124
+124
1145
$130K ﹤0.01%
12,821
-6,391
1146
$130K ﹤0.01%
1,751
+1,171
1147
$130K ﹤0.01%
2,148
+2,046
1148
$130K ﹤0.01%
5,778
-1,184
1149
$130K ﹤0.01%
1,056
+61
1150
$130K ﹤0.01%
3,635
+1,253
44 45
46
47 48