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
1351
$4K ﹤0.01%
+50
1352
$4K ﹤0.01%
226
+2
1353
$4K ﹤0.01%
187
1354
$4K ﹤0.01%
405
1355
$4K ﹤0.01%
+100
1356
$4K ﹤0.01%
100
1357
$4K ﹤0.01%
16
+12
1358
$4K ﹤0.01%
248
+79
1359
$4K ﹤0.01%
202
1360
$4K ﹤0.01%
420
1361
$4K ﹤0.01%
107
1362
$4K ﹤0.01%
551
1363
$4K ﹤0.01%
+100
1364
$4K ﹤0.01%
+600
1365
$4K ﹤0.01%
200
1366
$4K ﹤0.01%
45
-734
1367
$4K ﹤0.01%
207
1368
$4K ﹤0.01%
173
+36
1369
$4K ﹤0.01%
132
1370
$4K ﹤0.01%
+105
1371
$4K ﹤0.01%
+155
1372
$4K ﹤0.01%
165
-32
1373
$4K ﹤0.01%
216
1374
$4K ﹤0.01%
148
-75
1375
$3K ﹤0.01%
143
53 54
55
56 57