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
876
$22K ﹤0.01%
371
-131
877
$22K ﹤0.01%
572
+333
878
$22K ﹤0.01%
636
879
$22K ﹤0.01%
418
880
$22K ﹤0.01%
104
+98
881
$21K ﹤0.01%
654
-5
882
$21K ﹤0.01%
1,005
883
$21K ﹤0.01%
107
+97
884
$21K ﹤0.01%
411
-99
885
$21K ﹤0.01%
133
-28
886
$21K ﹤0.01%
687
887
$21K ﹤0.01%
605
888
– –
0
889
$21K ﹤0.01%
151
890
$21K ﹤0.01%
647
891
$21K ﹤0.01%
1,200
892
$21K ﹤0.01%
+855
893
$21K ﹤0.01%
1,253
894
$20K ﹤0.01%
238
895
$20K ﹤0.01%
441
+25
896
$20K ﹤0.01%
115
-3
897
$20K ﹤0.01%
230
898
$20K ﹤0.01%
2,168
899
$20K ﹤0.01%
356
+40
900
$20K ﹤0.01%
146
+11
34 35
36
37 38