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
1426
$2K ﹤0.01%
13
-13
1427
$2K ﹤0.01%
513
1428
$2K ﹤0.01%
313
1429
$2K ﹤0.01%
102
-33
1430
$2K ﹤0.01%
+310
1431
$2K ﹤0.01%
275
1432
$2K ﹤0.01%
1,000
1433
$2K ﹤0.01%
80
1434
$2K ﹤0.01%
90
1435
$2K ﹤0.01%
26
1436
$2K ﹤0.01%
178
1437
$2K ﹤0.01%
253
+1
1438
$2K ﹤0.01%
975
1439
$2K ﹤0.01%
+55
1440
$2K ﹤0.01%
100
-1
1441
$2K ﹤0.01%
10
1442
$2K ﹤0.01%
32
1443
$2K ﹤0.01%
41
-252
1444
$2K ﹤0.01%
187
+97
1445
$2K ﹤0.01%
25
1446
$2K ﹤0.01%
+26
1447
$2K ﹤0.01%
+40
1448
$2K ﹤0.01%
91
1449
$2K ﹤0.01%
+10
1450
$2K ﹤0.01%
56
56 57
58
59 60