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
1476
$2K ﹤0.01%
+100
1477
$2K ﹤0.01%
241
-38
1478
$2K ﹤0.01%
115
1479
$2K ﹤0.01%
294
1480
$2K ﹤0.01%
+89
1481
$2K ﹤0.01%
90
1482
$2K ﹤0.01%
26
1483
$1K ﹤0.01%
103
-39
1484
$1K ﹤0.01%
978
1485
$1K ﹤0.01%
14
1486
$1K ﹤0.01%
26
1487
$1K ﹤0.01%
+25
1488
$1K ﹤0.01%
7
-128
1489
$1K ﹤0.01%
10
1490
$1K ﹤0.01%
103
-413
1491
$1K ﹤0.01%
+25
1492
$1K ﹤0.01%
34
1493
$1K ﹤0.01%
23
-129
1494
$1K ﹤0.01%
25
1495
$1K ﹤0.01%
491
1496
$1K ﹤0.01%
19
-18
1497
$1K ﹤0.01%
100
1498
$1K ﹤0.01%
22
1499
$1K ﹤0.01%
164
1500
$1K ﹤0.01%
106
58 59
60
61 62