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%
294
1477
$2K ﹤0.01%
+89
1478
$2K ﹤0.01%
+19
1479
$2K ﹤0.01%
59
-21
1480
$2K ﹤0.01%
384
-532
1481
$2K ﹤0.01%
33
+1
1482
$2K ﹤0.01%
+50
1483
$1K ﹤0.01%
41
1484
$1K ﹤0.01%
44
+24
1485
$1K ﹤0.01%
50
1486
$1K ﹤0.01%
+87
1487
$1K ﹤0.01%
75
1488
$1K ﹤0.01%
27
1489
$1K ﹤0.01%
+2
1490
$1K ﹤0.01%
10
1491
$1K ﹤0.01%
40
1492
$1K ﹤0.01%
35
+27
1493
$1K ﹤0.01%
40
1494
$1K ﹤0.01%
40
1495
$1K ﹤0.01%
+43
1496
$1K ﹤0.01%
148
1497
$1K ﹤0.01%
50
-133
1498
$1K ﹤0.01%
340
1499
$1K ﹤0.01%
69
1500
$1K ﹤0.01%
12
58 59
60
61 62