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
3126
$109 ﹤0.01%
4
3127
$108 ﹤0.01%
1
-1
3128
$106 ﹤0.01%
2
3129
$105 ﹤0.01%
9
3130
$103 ﹤0.01%
1
-3
3131
$102 ﹤0.01%
15
3132
– –
0
3133
$89 ﹤0.01%
3
3134
$86 ﹤0.01%
2
-203
3135
$81 ﹤0.01%
16
3136
– –
0
3137
$77 ﹤0.01%
15
3138
$77 ﹤0.01%
7
+1
3139
$76 ﹤0.01%
3
3140
$72 ﹤0.01%
+1
3141
$71 ﹤0.01%
5
3142
$71 ﹤0.01%
5
3143
$69 ﹤0.01%
1
-1
3144
$68 ﹤0.01%
+27
3145
$64 ﹤0.01%
10
3146
$60 ﹤0.01%
5
3147
$60 ﹤0.01%
8
-9
3148
$56 ﹤0.01%
16
3149
$56 ﹤0.01%
1
3150
$54 ﹤0.01%
7
-1
124 125
126
127 128