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
901
$20K ﹤0.01%
375
902
$20K ﹤0.01%
238
903
$20K ﹤0.01%
492
-150
904
$20K ﹤0.01%
505
905
$20K ﹤0.01%
453
-80
906
$20K ﹤0.01%
4,975
907
$19K ﹤0.01%
165
908
$19K ﹤0.01%
448
+56
909
$19K ﹤0.01%
284
910
$19K ﹤0.01%
606
911
$19K ﹤0.01%
691
+9
912
$19K ﹤0.01%
345
+162
913
$19K ﹤0.01%
425
+140
914
$19K ﹤0.01%
4,950
+3,100
915
$19K ﹤0.01%
343
+21
916
$19K ﹤0.01%
463
917
$19K ﹤0.01%
1,547
918
$19K ﹤0.01%
421
+327
919
$19K ﹤0.01%
847
920
$19K ﹤0.01%
3,575
921
$19K ﹤0.01%
700
-175
922
$19K ﹤0.01%
1,412
+24
923
$19K ﹤0.01%
810
924
$19K ﹤0.01%
300
925
$18K ﹤0.01%
329
-3
35 36
37
38 39