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
826
$25K ﹤0.01%
103
-12
827
$25K ﹤0.01%
676
828
$25K ﹤0.01%
528
-13,891
829
$25K ﹤0.01%
604
830
$24K ﹤0.01%
216
+1
831
$24K ﹤0.01%
93
+24
832
$24K ﹤0.01%
292
833
$24K ﹤0.01%
621
-252
834
$24K ﹤0.01%
513
-3,045
835
$24K ﹤0.01%
428
836
$24K ﹤0.01%
417
837
$24K ﹤0.01%
368
838
$24K ﹤0.01%
1,268
-16
839
$24K ﹤0.01%
22
840
$24K ﹤0.01%
824
841
$24K ﹤0.01%
372
-110
842
$24K ﹤0.01%
206
843
$23K ﹤0.01%
743
+170
844
$23K ﹤0.01%
4,400
845
$23K ﹤0.01%
107
+10
846
$23K ﹤0.01%
1,803
847
$23K ﹤0.01%
470
-176
848
$23K ﹤0.01%
900
-62
849
$23K ﹤0.01%
199
+54
850
$23K ﹤0.01%
434
+10
32 33
34
35 36