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
1276
$6K ﹤0.01%
65
1277
$6K ﹤0.01%
50
1278
$6K ﹤0.01%
239
+42
1279
$6K ﹤0.01%
70
1280
$6K ﹤0.01%
28
-3,754
1281
$6K ﹤0.01%
326
+183
1282
$5K ﹤0.01%
123
1283
$5K ﹤0.01%
44
+12
1284
$5K ﹤0.01%
50
1285
$5K ﹤0.01%
100
1286
$5K ﹤0.01%
208
1287
$5K ﹤0.01%
59
1288
$5K ﹤0.01%
50
1289
$5K ﹤0.01%
72
1290
$5K ﹤0.01%
129
+4
1291
$5K ﹤0.01%
179
1292
$5K ﹤0.01%
+136
1293
$5K ﹤0.01%
41
+1
1294
$5K ﹤0.01%
1,308
1295
$5K ﹤0.01%
121
-3
1296
$5K ﹤0.01%
54
1297
$5K ﹤0.01%
310
-1,180
1298
$5K ﹤0.01%
+55
1299
$5K ﹤0.01%
164
1300
$5K ﹤0.01%
72
-31
50 51
52
53 54