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
251
$1.44M 0.07%
3,561
+128
252
$1.44M 0.07%
10,257
-86
253
$1.43M 0.07%
43,189
+7,958
254
$1.42M 0.07%
68,039
+972
255
$1.42M 0.07%
49,355
-7,083
256
$1.41M 0.07%
30,197
+4,526
257
$1.4M 0.07%
9,177
+641
258
$1.39M 0.07%
10,053
-206
259
$1.39M 0.07%
22,720
-93
260
$1.38M 0.07%
15,788
+216
261
$1.38M 0.07%
7,571
+27
262
$1.35M 0.07%
48,687
+4,082
263
$1.34M 0.07%
6,300
-968
264
$1.34M 0.07%
21,274
-327
265
$1.33M 0.07%
10,112
-884
266
$1.33M 0.06%
20,727
+1,573
267
$1.32M 0.06%
12,277
-27,374
268
$1.31M 0.06%
15,050
+1,186
269
$1.31M 0.06%
5,947
-5
270
$1.31M 0.06%
16,830
+211
271
$1.3M 0.06%
10,101
+1,213
272
$1.3M 0.06%
4,426
+17
273
$1.29M 0.06%
19,439
+2,247
274
$1.28M 0.06%
19,240
+384
275
$1.26M 0.06%
51,166
-2,612
9 10
11
12 13