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
151
$4.69M 0.13%
51,350
+4,667
152
$4.66M 0.13%
46,844
+2,542
153
$4.65M 0.13%
35,172
+19,049
154
$4.61M 0.13%
31,864
+1,719
155
$4.6M 0.13%
123,456
+849
156
$4.53M 0.13%
29,517
-1,551
157
$4.51M 0.13%
7,260
+1,717
158
$4.5M 0.13%
34,033
+2,414
159
$4.49M 0.13%
9,237
-976
160
$4.42M 0.13%
15,232
-3,760
161
$4.38M 0.13%
45,343
+5,355
162
$4.35M 0.12%
23,099
+2,206
163
$4.34M 0.12%
61,823
+1,976
164
$4.3M 0.12%
12,945
+1,820
165
$4.3M 0.12%
14,832
-452
166
$4.19M 0.12%
40,184
-90
167
$4.18M 0.12%
37,562
-21,326
168
$4.18M 0.12%
19,432
+26
169
$4.15M 0.12%
45,935
+13,929
170
$4.12M 0.12%
210,098
-27,040
171
$4.1M 0.12%
175,931
+6,728
172
$4.09M 0.12%
146,762
+9,098
173
$4.04M 0.12%
22,852
+5,271
174
$4.04M 0.12%
30,660
+2,172
175
$4M 0.11%
73,483
+40,336
5 6
7
8 9