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
1451
$2K ﹤0.01%
42
1452
$2K ﹤0.01%
+165
1453
$2K ﹤0.01%
82
1454
$2K ﹤0.01%
103
1455
$2K ﹤0.01%
+24
1456
$2K ﹤0.01%
120
1457
$2K ﹤0.01%
75
-275
1458
$2K ﹤0.01%
38
1459
$2K ﹤0.01%
8
1460
$2K ﹤0.01%
+64
1461
$2K ﹤0.01%
+19
1462
$2K ﹤0.01%
73
1463
$2K ﹤0.01%
455
-659
1464
$2K ﹤0.01%
31
-64
1465
$2K ﹤0.01%
55
-25
1466
$2K ﹤0.01%
32
1467
$2K ﹤0.01%
13
-8
1468
$2K ﹤0.01%
50
1469
$2K ﹤0.01%
57
1470
$2K ﹤0.01%
+63
1471
$2K ﹤0.01%
36
1472
$2K ﹤0.01%
29
1473
$2K ﹤0.01%
+100
1474
$2K ﹤0.01%
241
-38
1475
$2K ﹤0.01%
115
57 58
59
60 61