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
2001
$23.8K ﹤0.01%
288
-2
2002
$23.7K ﹤0.01%
2,100
2003
$23.6K ﹤0.01%
1,959
2004
$23.5K ﹤0.01%
1,870
-3,053
2005
$23.5K ﹤0.01%
+560
2006
$23.4K ﹤0.01%
895
+1
2007
$23.4K ﹤0.01%
82
2008
$23.4K ﹤0.01%
253
+141
2009
$23.3K ﹤0.01%
550
2010
$23.2K ﹤0.01%
391
+1
2011
$23.2K ﹤0.01%
303
-510
2012
$23.2K ﹤0.01%
59
+29
2013
$23.2K ﹤0.01%
619
+1
2014
$23.1K ﹤0.01%
210
-5
2015
$23.1K ﹤0.01%
478
-362
2016
$23.1K ﹤0.01%
124
-4
2017
$22.9K ﹤0.01%
1,001
+979
2018
$22.8K ﹤0.01%
130
-76
2019
$22.8K ﹤0.01%
90
+84
2020
$22.8K ﹤0.01%
134
2021
$22.7K ﹤0.01%
222
-40
2022
$22.7K ﹤0.01%
600
+250
2023
$22.6K ﹤0.01%
612
2024
$22.5K ﹤0.01%
840
-8,424
2025
$22.5K ﹤0.01%
748
79 80
81
82 83