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
1126
$10K ﹤0.01%
128
-116
1127
$10K ﹤0.01%
+433
1128
$10K ﹤0.01%
278
-200
1129
$10K ﹤0.01%
237
+1
1130
$10K ﹤0.01%
102
+1
1131
$10K ﹤0.01%
71
-14
1132
$10K ﹤0.01%
320
1133
$10K ﹤0.01%
248
+93
1134
$10K ﹤0.01%
261
-329
1135
$10K ﹤0.01%
202
1136
$10K ﹤0.01%
101
1137
$9K ﹤0.01%
100
1138
$9K ﹤0.01%
117
-10
1139
$9K ﹤0.01%
110
+1
1140
$9K ﹤0.01%
375
1141
$9K ﹤0.01%
298
1142
$9K ﹤0.01%
110
1143
$9K ﹤0.01%
577
1144
$9K ﹤0.01%
397
+3
1145
$9K ﹤0.01%
236
+235
1146
$9K ﹤0.01%
272
1147
$9K ﹤0.01%
1,100
1148
$9K ﹤0.01%
3,120
1149
$9K ﹤0.01%
169
-383
1150
$9K ﹤0.01%
157
44 45
46
47 48