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
501
$408K 0.02%
8,279
-1,474
502
$407K 0.02%
7,640
+30
503
$406K 0.02%
5,476
+369
504
$405K 0.02%
2,186
+683
505
$399K 0.02%
4,932
+106
506
$393K 0.02%
15,645
-558
507
$389K 0.02%
5,196
+553
508
$388K 0.02%
7,199
-79
509
$384K 0.02%
6,036
+120
510
$381K 0.02%
32,159
511
$381K 0.02%
12,182
+262
512
$372K 0.02%
3,186
-11
513
$371K 0.02%
1,116
-53
514
$368K 0.02%
8,574
+811
515
$368K 0.02%
12,491
+53
516
$367K 0.02%
16,142
+14,704
517
$367K 0.02%
2,519
+9
518
$367K 0.02%
26,511
+2,309
519
$366K 0.02%
6,232
+66
520
$366K 0.02%
2,633
-409
521
$363K 0.02%
29,299
+7,900
522
$361K 0.02%
3,988
+278
523
$360K 0.02%
1,595
+18
524
$358K 0.02%
5,211
-5,420
525
$358K 0.02%
15,737
-67,168
19 20
21
22 23