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
1151
$9K ﹤0.01%
157
1152
$9K ﹤0.01%
431
1153
$9K ﹤0.01%
19
1154
$9K ﹤0.01%
3,520
1155
$9K ﹤0.01%
+455
1156
$9K ﹤0.01%
211
+78
1157
$8K ﹤0.01%
56
1158
$8K ﹤0.01%
206
-498
1159
$8K ﹤0.01%
+200
1160
$8K ﹤0.01%
113
+79
1161
$8K ﹤0.01%
378
1162
$8K ﹤0.01%
65
-22
1163
$8K ﹤0.01%
300
1164
$8K ﹤0.01%
308
+3
1165
$8K ﹤0.01%
109
+1
1166
$8K ﹤0.01%
583
-1,471
1167
$8K ﹤0.01%
264
-130
1168
$8K ﹤0.01%
136
+27
1169
$8K ﹤0.01%
179
1170
$8K ﹤0.01%
2,200
1171
$8K ﹤0.01%
400
1172
$8K ﹤0.01%
350
1173
$8K ﹤0.01%
264
-188
1174
$8K ﹤0.01%
400
1175
$8K ﹤0.01%
340
+185
45 46
47
48 49