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
1976
$24.7K ﹤0.01%
145
-41
1977
$24.7K ﹤0.01%
+662
1978
$24.7K ﹤0.01%
+385
1979
$24.7K ﹤0.01%
+672
1980
$24.6K ﹤0.01%
280
1981
$24.6K ﹤0.01%
+1,489
1982
$24.6K ﹤0.01%
466
-19
1983
$24.6K ﹤0.01%
566
-202
1984
$24.5K ﹤0.01%
379
-171
1985
$24.4K ﹤0.01%
5,030
1986
$24.4K ﹤0.01%
2,766
+44
1987
$24.4K ﹤0.01%
79
+7
1988
$24.3K ﹤0.01%
187
+1
1989
$24.2K ﹤0.01%
5,192
+4,531
1990
$24.2K ﹤0.01%
1,127
+834
1991
$24.1K ﹤0.01%
+1,455
1992
$24.1K ﹤0.01%
1,190
-57
1993
$24K ﹤0.01%
+608
1994
$24K ﹤0.01%
+1,039
1995
$24K ﹤0.01%
925
+96
1996
$24K ﹤0.01%
+620
1997
$23.9K ﹤0.01%
608
+195
1998
$23.8K ﹤0.01%
345
-46
1999
$23.8K ﹤0.01%
346
+152
2000
$23.8K ﹤0.01%
747
+47
78 79
80
81 82