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
951
$17K ﹤0.01%
197
+57
952
$17K ﹤0.01%
+635
953
$17K ﹤0.01%
1,325
-28
954
$17K ﹤0.01%
129
+11
955
$17K ﹤0.01%
96
+28
956
$17K ﹤0.01%
185
957
$17K ﹤0.01%
132
-3
958
$17K ﹤0.01%
158
959
$17K ﹤0.01%
325
960
$17K ﹤0.01%
+437
961
$17K ﹤0.01%
700
962
$17K ﹤0.01%
87
+16
963
$17K ﹤0.01%
350
964
$17K ﹤0.01%
+424
965
$17K ﹤0.01%
945
966
$17K ﹤0.01%
331
967
$17K ﹤0.01%
+1,034
968
$17K ﹤0.01%
132
-67
969
$17K ﹤0.01%
318
-1,273
970
$17K ﹤0.01%
660
+315
971
$17K ﹤0.01%
780
+213
972
$17K ﹤0.01%
359
+101
973
$17K ﹤0.01%
584
-799
974
$17K ﹤0.01%
144
+1
975
$17K ﹤0.01%
218
37 38
39
40 41