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
1551
$1K ﹤0.01%
60
1552
$1K ﹤0.01%
4
1553
$1K ﹤0.01%
150
1554
$1K ﹤0.01%
42
1555
$1K ﹤0.01%
300
1556
$1K ﹤0.01%
61
1557
$1K ﹤0.01%
72
1558
$1K ﹤0.01%
21
-20
1559
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28
1560
$1K ﹤0.01%
+5
1561
$1K ﹤0.01%
35
1562
$1K ﹤0.01%
23
1563
$1K ﹤0.01%
4
1564
$1K ﹤0.01%
56
1565
$1K ﹤0.01%
200
1566
$1K ﹤0.01%
89
1567
$1K ﹤0.01%
20
1568
$1K ﹤0.01%
22
-22
1569
$1K ﹤0.01%
56
-66
1570
$1K ﹤0.01%
+3
1571
$1K ﹤0.01%
263
-189
1572
$1K ﹤0.01%
12
1573
$1K ﹤0.01%
800
1574
$1K ﹤0.01%
+340
1575
$1K ﹤0.01%
13
61 62
63
64 65