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
$608M
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,750
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.13M
3
+$4.72M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.48M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.85M

Top Sells

1
+$5.27M
2
+$3.44M
3
+$3.25M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$2.03M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$1.13M

Sector Composition

1 Financials 14.97%
2 Technology 5.58%
3 Healthcare 4.88%
4 Consumer Discretionary 3.68%
5 Consumer Staples 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$28K ﹤0.01%
1,000
777
$28K ﹤0.01%
895
+240
778
$28K ﹤0.01%
848
779
$28K ﹤0.01%
280
780
$28K ﹤0.01%
380
-129
781
$28K ﹤0.01%
918
782
$28K ﹤0.01%
2,724
+1,350
783
$28K ﹤0.01%
700
784
$28K ﹤0.01%
580
-258
785
$28K ﹤0.01%
255
+119
786
$28K ﹤0.01%
484
787
$27K ﹤0.01%
51
+31
788
$27K ﹤0.01%
648
789
$27K ﹤0.01%
760
790
$27K ﹤0.01%
706
791
$27K ﹤0.01%
1,660
+176
792
$27K ﹤0.01%
1,653
793
$27K ﹤0.01%
1,610
-763
794
$27K ﹤0.01%
+917
795
$27K ﹤0.01%
663
+170
796
$27K ﹤0.01%
1,145
797
$27K ﹤0.01%
160
-122
798
$27K ﹤0.01%
816
799
$27K ﹤0.01%
500
800
$27K ﹤0.01%
1,527
30 31
32
33 34