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
2801
$924 ﹤0.01%
7
2802
$921 ﹤0.01%
+98
2803
$919 ﹤0.01%
32
2804
$908 ﹤0.01%
+18
2805
$906 ﹤0.01%
34
2806
$894 ﹤0.01%
36
-9
2807
$894 ﹤0.01%
90
2808
$891 ﹤0.01%
11
-7
2809
$891 ﹤0.01%
5
2810
$890 ﹤0.01%
13
2811
$876 ﹤0.01%
28
+5
2812
$876 ﹤0.01%
78
-17
2813
$872 ﹤0.01%
23
2814
$872 ﹤0.01%
4
2815
$867 ﹤0.01%
11
2816
$865 ﹤0.01%
9
-36
2817
$865 ﹤0.01%
15
2818
$864 ﹤0.01%
13
2819
$859 ﹤0.01%
33
2820
$855 ﹤0.01%
85
-26
2821
$846 ﹤0.01%
18
-1
2822
$846 ﹤0.01%
25
2823
$838 ﹤0.01%
23
2824
$834 ﹤0.01%
106
2825
$833 ﹤0.01%
7
111 112
113
114 115