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%
100
1552
$1K ﹤0.01%
+340
1553
$1K ﹤0.01%
16
-299
1554
$1K ﹤0.01%
5
-20
1555
$1K ﹤0.01%
34
1556
$1K ﹤0.01%
+6
1557
$1K ﹤0.01%
27
1558
– –
0
1559
$1K ﹤0.01%
4
-2
1560
$1K ﹤0.01%
60
1561
$1K ﹤0.01%
4
1562
$1K ﹤0.01%
150
1563
$1K ﹤0.01%
42
1564
$1K ﹤0.01%
300
1565
$1K ﹤0.01%
103
-39
1566
$1K ﹤0.01%
978
1567
$1K ﹤0.01%
14
1568
$1K ﹤0.01%
26
1569
$1K ﹤0.01%
+25
1570
$1K ﹤0.01%
7
-128
1571
$1K ﹤0.01%
25
1572
$1K ﹤0.01%
20
-36
1573
$1K ﹤0.01%
64
1574
$1K ﹤0.01%
7
1575
$1K ﹤0.01%
10
61 62
63
64 65