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
2501
$2.27K ﹤0.01%
66
2502
$2.27K ﹤0.01%
42
2503
$2.26K ﹤0.01%
58
2504
$2.26K ﹤0.01%
70
-659
2505
$2.24K ﹤0.01%
18
-9
2506
$2.24K ﹤0.01%
550
2507
$2.24K ﹤0.01%
57
2508
$2.24K ﹤0.01%
46
2509
$2.22K ﹤0.01%
+76
2510
$2.22K ﹤0.01%
28
+7
2511
$2.21K ﹤0.01%
202
-23
2512
$2.21K ﹤0.01%
+299
2513
$2.2K ﹤0.01%
39
2514
$2.2K ﹤0.01%
210
2515
$2.19K ﹤0.01%
+45
2516
$2.18K ﹤0.01%
1,400
2517
$2.18K ﹤0.01%
93
-30
2518
$2.18K ﹤0.01%
14
+1
2519
$2.18K ﹤0.01%
+71
2520
$2.17K ﹤0.01%
20
2521
$2.17K ﹤0.01%
47
2522
$2.16K ﹤0.01%
606
2523
$2.16K ﹤0.01%
118
2524
$2.16K ﹤0.01%
174
2525
$2.15K ﹤0.01%
90
99 100
101
102 103