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
926
$18K ﹤0.01%
1,200
927
$18K ﹤0.01%
500
928
$18K ﹤0.01%
79
-82
929
$18K ﹤0.01%
316
-150
930
$18K ﹤0.01%
236
-3,580
931
$18K ﹤0.01%
545
932
$18K ﹤0.01%
368
933
$18K ﹤0.01%
878
934
$18K ﹤0.01%
+924
935
$18K ﹤0.01%
1,445
936
$18K ﹤0.01%
335
937
$18K ﹤0.01%
404
+136
938
$18K ﹤0.01%
1,298
939
$18K ﹤0.01%
429
940
$18K ﹤0.01%
1,461
+157
941
$18K ﹤0.01%
163
942
$18K ﹤0.01%
433
-198
943
$18K ﹤0.01%
491
944
$18K ﹤0.01%
708
945
$18K ﹤0.01%
+838
946
$18K ﹤0.01%
265
-65
947
$18K ﹤0.01%
+1,534
948
$17K ﹤0.01%
+75
949
$17K ﹤0.01%
983
+54
950
$17K ﹤0.01%
295
36 37
38
39 40