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
126
$5.44M 0.16%
58,895
+1,812
127
$5.4M 0.15%
15,724
+3,716
128
$5.35M 0.15%
87,200
+77,256
129
$5.35M 0.15%
121,747
+28,632
130
$5.32M 0.15%
26,917
+6,023
131
$5.16M 0.15%
65,570
+9,982
132
$5.14M 0.15%
15,366
+1,341
133
$5.12M 0.15%
59,635
+2,055
134
$5.02M 0.14%
22,024
-622
135
$4.99M 0.14%
53,843
-1,150
136
$4.95M 0.14%
41,090
+571
137
$4.93M 0.14%
49,148
-602
138
$4.91M 0.14%
99,379
+37,081
139
$4.88M 0.14%
122,101
-8,742
140
$4.87M 0.14%
82,244
+3,194
141
$4.83M 0.14%
100,247
+39,512
142
$4.81M 0.14%
16,005
-2,519
143
$4.81M 0.14%
61,640
+3,035
144
$4.81M 0.14%
112,349
+37,870
145
$4.81M 0.14%
64,930
-4,471
146
$4.8M 0.14%
107,770
+753
147
$4.76M 0.14%
62,970
+28,166
148
$4.76M 0.14%
170,750
+20,358
149
$4.75M 0.14%
955
-80
150
$4.74M 0.14%
23,510
+136
4 5
6
7 8