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
1576
$1K ﹤0.01%
1,000
1577
$1K ﹤0.01%
8
1578
$1K ﹤0.01%
80
1579
$1K ﹤0.01%
+3
1580
$1K ﹤0.01%
100
1581
$1K ﹤0.01%
+340
1582
$1K ﹤0.01%
45
1583
$1K ﹤0.01%
68
1584
$1K ﹤0.01%
5
1585
$1K ﹤0.01%
113
1586
– –
-530
1587
– –
-770
1588
– –
-92
1589
– –
-100
1590
$0 ﹤0.01%
25
-25
1591
$0 ﹤0.01%
5
1592
$0 ﹤0.01%
1
1593
– –
-162
1594
– –
-33
1595
– –
-43
1596
$0 ﹤0.01%
7
-36
1597
$0 ﹤0.01%
1
-200
1598
– –
-61
1599
$0 ﹤0.01%
4
1600
– –
-800
62 63
64
65 66