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
1226
$7K ﹤0.01%
128
-31
1227
$7K ﹤0.01%
+935
1228
$6K ﹤0.01%
200
1229
$6K ﹤0.01%
1,415
1230
$6K ﹤0.01%
80
1231
$6K ﹤0.01%
137
1232
$6K ﹤0.01%
+204
1233
$6K ﹤0.01%
240
1234
$6K ﹤0.01%
26
1235
$6K ﹤0.01%
51
-4
1236
$6K ﹤0.01%
55
1237
$6K ﹤0.01%
95
1238
$6K ﹤0.01%
193
1239
$6K ﹤0.01%
97
-210
1240
$6K ﹤0.01%
301
-89
1241
$6K ﹤0.01%
160
+39
1242
$6K ﹤0.01%
351
1243
$6K ﹤0.01%
115
-42
1244
$6K ﹤0.01%
150
1245
$6K ﹤0.01%
195
+50
1246
$6K ﹤0.01%
150
1247
$6K ﹤0.01%
31
1248
$6K ﹤0.01%
+307
1249
$6K ﹤0.01%
241
-8
1250
$6K ﹤0.01%
+234
48 49
50
51 52