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
2901
$610 ﹤0.01%
+2
2902
$610 ﹤0.01%
5
2903
$608 ﹤0.01%
30
-23
2904
$607 ﹤0.01%
7
-7
2905
$607 ﹤0.01%
119
2906
$605 ﹤0.01%
10
-1
2907
$600 ﹤0.01%
37
-3
2908
$594 ﹤0.01%
35
2909
$594 ﹤0.01%
11
2910
$591 ﹤0.01%
19
2911
$590 ﹤0.01%
2
2912
$589 ﹤0.01%
24
2913
$585 ﹤0.01%
4
2914
$585 ﹤0.01%
12
2915
$584 ﹤0.01%
12
2916
$583 ﹤0.01%
2
2917
$583 ﹤0.01%
51
+1
2918
$577 ﹤0.01%
20
2919
$571 ﹤0.01%
3
2920
$569 ﹤0.01%
8
2921
$565 ﹤0.01%
17
2922
$563 ﹤0.01%
50
2923
$562 ﹤0.01%
410
+300
2924
$561 ﹤0.01%
26
2925
$560 ﹤0.01%
25
115 116
117
118 119