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
$2.05B
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,282
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$3.97M
3
+$3.63M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.04M
5
INTC icon
Intel
INTC
+$2.99M

Top Sells

1
+$2.95M
2
+$2.81M
3
+$1.97M
4
AMZN icon
Amazon
AMZN
+$1.85M
5
EL icon
Estee Lauder
EL
+$1.77M

Sector Composition

1 Technology 9.22%
2 Financials 8.93%
3 Healthcare 4.29%
4 Consumer Discretionary 3.08%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.08%
93,244
+1,128
227
$1.63M 0.08%
9,876
-177
228
$1.63M 0.08%
40,665
+1,293
229
$1.63M 0.08%
16,857
-478
230
$1.61M 0.08%
95,565
+90,893
231
$1.6M 0.08%
140,777
+30,666
232
$1.6M 0.08%
16,743
+1,269
233
$1.55M 0.08%
32,710
-10,682
234
$1.55M 0.08%
65,442
+645
235
$1.55M 0.08%
8,288
+116
236
$1.53M 0.07%
3,433
+18
237
$1.52M 0.07%
10,168
-1,145
238
$1.51M 0.07%
86,583
-3,552
239
$1.51M 0.07%
14,661
-1,238
240
$1.51M 0.07%
23,785
+1
241
$1.5M 0.07%
41,308
-1,994
242
$1.49M 0.07%
42,351
-3,560
243
$1.49M 0.07%
32,431
+55
244
$1.48M 0.07%
51,364
+2,411
245
$1.48M 0.07%
19,589
-14,243
246
$1.48M 0.07%
6,990
+319
247
$1.46M 0.07%
25,334
-34,258
248
$1.45M 0.07%
7,468
+2,319
249
$1.45M 0.07%
4,705
+1,438
250
$1.44M 0.07%
41,837
+8
8 9
10
11 12