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
1251
$6K ﹤0.01%
195
+50
1252
$6K ﹤0.01%
150
1253
$6K ﹤0.01%
+307
1254
$6K ﹤0.01%
241
-8
1255
$6K ﹤0.01%
+234
1256
$6K ﹤0.01%
58
-11
1257
$6K ﹤0.01%
258
-206
1258
$6K ﹤0.01%
100
1259
$6K ﹤0.01%
+122
1260
$6K ﹤0.01%
105
+22
1261
$6K ﹤0.01%
71
+36
1262
$6K ﹤0.01%
112
1263
$6K ﹤0.01%
144
1264
$6K ﹤0.01%
111
+41
1265
$6K ﹤0.01%
63
-15
1266
$6K ﹤0.01%
180
1267
$6K ﹤0.01%
160
1268
$6K ﹤0.01%
+233
1269
$6K ﹤0.01%
80
+54
1270
$6K ﹤0.01%
338
+136
1271
$6K ﹤0.01%
35
-876
1272
$6K ﹤0.01%
60
-61
1273
$6K ﹤0.01%
64
1274
$6K ﹤0.01%
114
-3
1275
$6K ﹤0.01%
173
49 50
51
52 53