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
2976
$424 ﹤0.01%
+26
2977
$423 ﹤0.01%
5
2978
$423 ﹤0.01%
33
2979
$419 ﹤0.01%
13
-9
2980
$419 ﹤0.01%
24
2981
$417 ﹤0.01%
5
2982
$417 ﹤0.01%
18
2983
$415 ﹤0.01%
13
2984
$415 ﹤0.01%
7
2985
$413 ﹤0.01%
11
-189
2986
$410 ﹤0.01%
197
-450
2987
$409 ﹤0.01%
31
2988
$407 ﹤0.01%
4
2989
$401 ﹤0.01%
14
2990
$400 ﹤0.01%
100
2991
$399 ﹤0.01%
6
2992
$396 ﹤0.01%
10
2993
$395 ﹤0.01%
4
2994
$390 ﹤0.01%
1
2995
$388 ﹤0.01%
10
2996
$385 ﹤0.01%
35
2997
$385 ﹤0.01%
100
2998
$384 ﹤0.01%
112
2999
$381 ﹤0.01%
+150
3000
$381 ﹤0.01%
12
118 119
120
121 122