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
401
$633K 0.03%
6,290
+1,200
402
$628K 0.03%
7,501
+395
403
$627K 0.03%
8,557
+191
404
$622K 0.03%
5,619
+79
405
$617K 0.03%
11,026
-563
406
$616K 0.03%
7,306
+332
407
$595K 0.03%
28,290
+595
408
$593K 0.03%
24,534
+2,627
409
$592K 0.03%
7,069
+35
410
$589K 0.03%
1,708
+1
411
$588K 0.03%
9,104
+194
412
$586K 0.03%
3,980
-61
413
$583K 0.03%
23,605
-658
414
$580K 0.03%
10,995
-2,731
415
$578K 0.03%
6,975
-911
416
$577K 0.03%
16,974
+1,023
417
$576K 0.03%
1,685
+332
418
$571K 0.03%
1,246
+49
419
$569K 0.03%
15,617
-3,634
420
$563K 0.03%
5,429
-798
421
$562K 0.03%
18,801
+9,531
422
$557K 0.03%
11,017
-736
423
$555K 0.03%
13,575
424
$554K 0.03%
12,535
+285
425
$554K 0.03%
7,704
+147
15 16
17
18 19