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
101
$6.9M 0.2%
+162,571
102
$6.79M 0.19%
134,577
+8,580
103
$6.74M 0.19%
52,827
+692
104
$6.68M 0.19%
27,571
+3,274
105
$6.63M 0.19%
58,604
+2,887
106
$6.43M 0.18%
127,664
-16,866
107
$6.37M 0.18%
54,772
-17
108
$6.3M 0.18%
11,968
+285
109
$6.26M 0.18%
11,994
+1,238
110
$6.19M 0.18%
118,010
+18,842
111
$6.18M 0.18%
247,297
+34,855
112
$6.12M 0.18%
183,997
-1,909
113
$6.09M 0.17%
120,074
-103,536
114
$6.03M 0.17%
62,250
+1,395
115
$6.01M 0.17%
26,742
+1
116
$5.97M 0.17%
5,825
+1,046
117
$5.87M 0.17%
168,971
+3,764
118
$5.85M 0.17%
52,132
+5,133
119
$5.75M 0.16%
32,239
+1,091
120
$5.67M 0.16%
30,641
+4,052
121
$5.58M 0.16%
17,664
-133
122
$5.55M 0.16%
25,239
-137
123
$5.52M 0.16%
+66,071
124
$5.49M 0.16%
12,352
-13
125
$5.47M 0.16%
87,924
+2,635
3 4
5
6 7