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
1301
$5K ﹤0.01%
31
-31
1302
$5K ﹤0.01%
214
+180
1303
$5K ﹤0.01%
263
+88
1304
$5K ﹤0.01%
56
1305
$5K ﹤0.01%
161
1306
$5K ﹤0.01%
54
1307
$5K ﹤0.01%
250
1308
$5K ﹤0.01%
56
1309
$5K ﹤0.01%
48
-8
1310
$5K ﹤0.01%
250
1311
$5K ﹤0.01%
200
1312
$5K ﹤0.01%
50
+14
1313
$5K ﹤0.01%
75
1314
$5K ﹤0.01%
105
1315
$5K ﹤0.01%
83
1316
$5K ﹤0.01%
150
1317
$5K ﹤0.01%
50
1318
$5K ﹤0.01%
58
+8
1319
$5K ﹤0.01%
+55
1320
$5K ﹤0.01%
101
-3
1321
$5K ﹤0.01%
100
1322
$4K ﹤0.01%
551
1323
$4K ﹤0.01%
+100
1324
$4K ﹤0.01%
308
-64
1325
$4K ﹤0.01%
+88
51 52
53
54 55