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
426
$551K 0.03%
1,635
+4
427
$546K 0.03%
4,749
-176
428
$546K 0.03%
6,036
+235
429
$546K 0.03%
6,185
-98
430
$542K 0.03%
2,357
+1
431
$541K 0.03%
60,388
+1,411
432
$541K 0.03%
3,198
-438
433
$539K 0.03%
3,748
+29
434
$530K 0.03%
6,525
+714
435
$524K 0.03%
6,825
-968
436
$522K 0.03%
10,866
437
$521K 0.03%
22,496
+4,140
438
$518K 0.03%
9,108
+1,236
439
$517K 0.03%
2,280
+43
440
$510K 0.02%
4,674
+19
441
$510K 0.02%
5,433
-23
442
$507K 0.02%
1,921
+85
443
$506K 0.02%
2,156
-1
444
$505K 0.02%
3,952
+54
445
$504K 0.02%
16,431
+394
446
$503K 0.02%
4,135
-213
447
$502K 0.02%
12,848
-198
448
$501K 0.02%
22,867
-870
449
$491K 0.02%
6,372
+25
450
$474K 0.02%
4,208
+2,090
16 17
18
19 20