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
2926
$560 ﹤0.01%
24
2927
$560 ﹤0.01%
18
2928
$557 ﹤0.01%
75
2929
$546 ﹤0.01%
15
2930
$542 ﹤0.01%
98
2931
$539 ﹤0.01%
21
2932
$534 ﹤0.01%
36
2933
$533 ﹤0.01%
21
2934
$533 ﹤0.01%
7
2935
$533 ﹤0.01%
19
2936
$528 ﹤0.01%
111
-297
2937
$522 ﹤0.01%
40
+1
2938
$518 ﹤0.01%
7
2939
$516 ﹤0.01%
13
2940
$515 ﹤0.01%
350
2941
$515 ﹤0.01%
29
2942
$512 ﹤0.01%
12
2943
$511 ﹤0.01%
+49
2944
$511 ﹤0.01%
50
2945
$508 ﹤0.01%
9
2946
$508 ﹤0.01%
+27
2947
$506 ﹤0.01%
106
2948
$506 ﹤0.01%
16
2949
$499 ﹤0.01%
5
2950
$498 ﹤0.01%
23
116 117
118
119 120