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
3076
$238 ﹤0.01%
6
3077
$237 ﹤0.01%
2
3078
$237 ﹤0.01%
21
3079
$237 ﹤0.01%
9
3080
$236 ﹤0.01%
10
3081
$229 ﹤0.01%
6
3082
$224 ﹤0.01%
6
3083
$221 ﹤0.01%
27
3084
$217 ﹤0.01%
5
3085
$215 ﹤0.01%
23
3086
$208 ﹤0.01%
5
-4
3087
$204 ﹤0.01%
177
3088
$203 ﹤0.01%
9
3089
$194 ﹤0.01%
16
3090
$193 ﹤0.01%
17
3091
$185 ﹤0.01%
40
3092
$183 ﹤0.01%
2
3093
$182 ﹤0.01%
9
-38
3094
$180 ﹤0.01%
200
3095
$180 ﹤0.01%
12
3096
$179 ﹤0.01%
6
3097
$179 ﹤0.01%
7
3098
$173 ﹤0.01%
3
3099
$173 ﹤0.01%
21
3100
$170 ﹤0.01%
50
122 123
124
125 126