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
1501
$1K ﹤0.01%
57
1502
$1K ﹤0.01%
+107
1503
$1K ﹤0.01%
6
-15
1504
$1K ﹤0.01%
48
-47
1505
$1K ﹤0.01%
21
-250
1506
$1K ﹤0.01%
56
1507
$1K ﹤0.01%
3
1508
$1K ﹤0.01%
50
1509
$1K ﹤0.01%
29
-150
1510
$1K ﹤0.01%
41
1511
$1K ﹤0.01%
16
-299
1512
$1K ﹤0.01%
44
+24
1513
$1K ﹤0.01%
50
1514
$1K ﹤0.01%
+87
1515
$1K ﹤0.01%
75
1516
$1K ﹤0.01%
27
1517
$1K ﹤0.01%
+2
1518
$1K ﹤0.01%
10
1519
$1K ﹤0.01%
40
1520
$1K ﹤0.01%
35
+27
1521
$1K ﹤0.01%
40
1522
$1K ﹤0.01%
40
1523
$1K ﹤0.01%
+43
1524
$1K ﹤0.01%
148
1525
$1K ﹤0.01%
50
-133
59 60
61
62 63