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
976
$16K ﹤0.01%
4,505
977
$16K ﹤0.01%
1,086
978
$16K ﹤0.01%
130
-10
979
$16K ﹤0.01%
330
980
$16K ﹤0.01%
432
+122
981
$16K ﹤0.01%
1,332
+1,246
982
$16K ﹤0.01%
512
-30
983
$16K ﹤0.01%
492
984
$16K ﹤0.01%
526
+1
985
$16K ﹤0.01%
498
986
$16K ﹤0.01%
269
+35
987
$16K ﹤0.01%
160
+13
988
$16K ﹤0.01%
120
+45
989
$16K ﹤0.01%
530
+4
990
$16K ﹤0.01%
627
-155
991
$16K ﹤0.01%
209
992
$16K ﹤0.01%
373
+175
993
$16K ﹤0.01%
1,040
994
$16K ﹤0.01%
105
995
$16K ﹤0.01%
595
+101
996
$16K ﹤0.01%
301
997
$16K ﹤0.01%
800
998
$16K ﹤0.01%
587
999
$15K ﹤0.01%
477
1000
$15K ﹤0.01%
+890
38 39
40
41 42