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
1201
$7K ﹤0.01%
151
1202
$7K ﹤0.01%
696
-10
1203
$7K ﹤0.01%
+571
1204
$7K ﹤0.01%
146
-258
1205
$7K ﹤0.01%
+94
1206
$7K ﹤0.01%
331
+76
1207
$7K ﹤0.01%
39
1208
$7K ﹤0.01%
38
-11
1209
$7K ﹤0.01%
+50
1210
$7K ﹤0.01%
270
1211
$7K ﹤0.01%
+98
1212
$7K ﹤0.01%
93
1213
$7K ﹤0.01%
85
1214
$7K ﹤0.01%
+70
1215
$7K ﹤0.01%
128
-31
1216
$7K ﹤0.01%
98
1217
$7K ﹤0.01%
175
1218
$7K ﹤0.01%
52
1219
$7K ﹤0.01%
101
1220
$7K ﹤0.01%
148
1221
$7K ﹤0.01%
198
-6
1222
$7K ﹤0.01%
+935
1223
$7K ﹤0.01%
1,096
+320
1224
$7K ﹤0.01%
60
1225
$7K ﹤0.01%
250
47 48
49
50 51