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
276
$1.25M 0.06%
33,222
+79
277
$1.24M 0.06%
58,686
-1,520
278
$1.23M 0.06%
13,395
+114
279
$1.23M 0.06%
29,737
-30
280
$1.23M 0.06%
455
+2
281
$1.23M 0.06%
16,828
-4,424
282
$1.22M 0.06%
12,530
-3,999
283
$1.21M 0.06%
11,199
-7,589
284
$1.2M 0.06%
15,116
+2,582
285
$1.2M 0.06%
48,224
+63
286
$1.19M 0.06%
39,059
+3,059
287
$1.18M 0.06%
22,857
+1,158
288
$1.18M 0.06%
12,383
+372
289
$1.17M 0.06%
31,624
-471
290
$1.17M 0.06%
16,845
+426
291
$1.17M 0.06%
11,272
-27
292
$1.17M 0.06%
6,071
+536
293
$1.16M 0.06%
16,445
-10,252
294
$1.15M 0.06%
9,148
+49
295
$1.15M 0.06%
25,123
+13,776
296
$1.15M 0.06%
36,984
-1,227
297
$1.12M 0.05%
5,456
+36
298
$1.11M 0.05%
42,508
-392
299
$1.11M 0.05%
54,078
-2,198
300
$1.11M 0.05%
15,455
-1,141
10 11
12
13 14