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
1226
$109K ﹤0.01%
925
+86
1227
$109K ﹤0.01%
157
+36
1228
$109K ﹤0.01%
2,743
+193
1229
$108K ﹤0.01%
1,453
+15
1230
$108K ﹤0.01%
425
-59
1231
$107K ﹤0.01%
4,731
-709
1232
$107K ﹤0.01%
2,230
-184
1233
$107K ﹤0.01%
1,417
+149
1234
$107K ﹤0.01%
3,613
+2
1235
$107K ﹤0.01%
22,281
+385
1236
$107K ﹤0.01%
2,448
-66
1237
$107K ﹤0.01%
+2,750
1238
$107K ﹤0.01%
1,403
+5
1239
$106K ﹤0.01%
258
-4
1240
$106K ﹤0.01%
1,485
-719
1241
$106K ﹤0.01%
3,667
+2,334
1242
$106K ﹤0.01%
1,567
+1,359
1243
$105K ﹤0.01%
2,012
+675
1244
$105K ﹤0.01%
5,410
+12
1245
$105K ﹤0.01%
996
-242
1246
$105K ﹤0.01%
2,887
-1,032
1247
$105K ﹤0.01%
+2,250
1248
$105K ﹤0.01%
411
-21
1249
$104K ﹤0.01%
2,884
-290
1250
$104K ﹤0.01%
5,251
+1,198
48 49
50
51 52