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
1526
$1K ﹤0.01%
25
1527
$1K ﹤0.01%
20
-36
1528
$1K ﹤0.01%
64
1529
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7
1530
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10
1531
$1K ﹤0.01%
116
1532
$1K ﹤0.01%
340
1533
$1K ﹤0.01%
69
1534
$1K ﹤0.01%
12
1535
$1K ﹤0.01%
62
1536
$1K ﹤0.01%
103
-149
1537
$1K ﹤0.01%
16
1538
$1K ﹤0.01%
+40
1539
$1K ﹤0.01%
27
1540
$1K ﹤0.01%
22
1541
$1K ﹤0.01%
109
+49
1542
$1K ﹤0.01%
87
1543
$1K ﹤0.01%
14
1544
$1K ﹤0.01%
25
1545
$1K ﹤0.01%
5
-20
1546
$1K ﹤0.01%
34
1547
$1K ﹤0.01%
+6
1548
$1K ﹤0.01%
27
1549
$1K ﹤0.01%
11
1550
$1K ﹤0.01%
4
-2
60 61
62
63 64