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
351
$802K 0.04%
9,270
+2,665
352
$800K 0.04%
2,481
-32
353
$797K 0.04%
13,135
+2,887
354
$790K 0.04%
12,629
355
$783K 0.04%
15,183
+7,564
356
$782K 0.04%
24,470
-1,065
357
$779K 0.04%
32,420
-2,786
358
$774K 0.04%
17,921
-3,328
359
$772K 0.04%
10,263
360
$768K 0.04%
13,710
+40
361
$768K 0.04%
2,630
+18
362
$763K 0.04%
8,331
-811
363
$761K 0.04%
28,658
+21,999
364
$761K 0.04%
19,326
+955
365
$761K 0.04%
44,145
-19,449
366
$757K 0.04%
344,264
+30,972
367
$752K 0.04%
30,535
-569
368
$750K 0.04%
49,542
+4,299
369
$748K 0.04%
5,047
-61
370
$748K 0.04%
15,698
+3,140
371
$748K 0.04%
14,218
+168
372
$746K 0.04%
5,249
+33
373
$732K 0.04%
8,630
+1,235
374
$729K 0.04%
15,552
-674
375
$728K 0.04%
21,584
+1,000
13 14
15
16 17