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
376
$720K 0.04%
3,714
+1,807
377
$719K 0.04%
45,046
-5,481
378
$719K 0.04%
14,459
+2,908
379
$718K 0.04%
26,186
+40
380
$718K 0.04%
1,525
-77
381
$716K 0.04%
27,709
-382
382
$715K 0.03%
8,373
-1,395
383
$700K 0.03%
5,749
+211
384
$699K 0.03%
28,867
+151
385
$699K 0.03%
4,863
+38
386
$694K 0.03%
2,845
-211
387
$690K 0.03%
3,402
-304
388
$688K 0.03%
13,194
-41
389
$680K 0.03%
8,126
+1,231
390
$671K 0.03%
4,508
-42
391
$671K 0.03%
14,105
+1,180
392
$662K 0.03%
16,048
393
$650K 0.03%
3,831
-29
394
$649K 0.03%
9,280
+4,688
395
$644K 0.03%
46,372
+133
396
$642K 0.03%
13,127
-1,220
397
$641K 0.03%
5,727
+70
398
$639K 0.03%
7,905
+98
399
$636K 0.03%
6,722
+1,123
400
$634K 0.03%
13,265
+15
14 15
16
17 18