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
2526
$2.14K ﹤0.01%
92
2527
$2.13K ﹤0.01%
+250
2528
$2.13K ﹤0.01%
59
+37
2529
$2.13K ﹤0.01%
25
+19
2530
$2.12K ﹤0.01%
22
2531
$2.09K ﹤0.01%
545
2532
$2.08K ﹤0.01%
166
-42
2533
$2.08K ﹤0.01%
93
2534
$2.08K ﹤0.01%
35
+5
2535
$2.07K ﹤0.01%
208
+146
2536
$2.06K ﹤0.01%
400
2537
$2.06K ﹤0.01%
105
2538
$2.06K ﹤0.01%
50
2539
$2.04K ﹤0.01%
+34
2540
$2.04K ﹤0.01%
82
-45
2541
$2.04K ﹤0.01%
151
2542
$2.04K ﹤0.01%
139
2543
$2.03K ﹤0.01%
+9
2544
$2.02K ﹤0.01%
275
2545
$2.02K ﹤0.01%
47
2546
$2.01K ﹤0.01%
150
2547
$2.01K ﹤0.01%
14
2548
$2.01K ﹤0.01%
51
-13
2549
$2.01K ﹤0.01%
45
2550
$2K ﹤0.01%
100
100 101
102
103 104