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
526
$357K 0.02%
3,810
+7
527
$356K 0.02%
1,940
+2
528
$355K 0.02%
18,712
-793
529
$349K 0.02%
6,387
+269
530
$349K 0.02%
13,595
+2,313
531
$347K 0.02%
6,146
+603
532
$343K 0.02%
1,292
+82
533
$343K 0.02%
5,495
534
$338K 0.02%
5,890
-425
535
$336K 0.02%
2,767
-2
536
$335K 0.02%
5,220
+340
537
$335K 0.02%
4,432
+1,736
538
$335K 0.02%
10,096
+193
539
$334K 0.02%
7,228
+17
540
$332K 0.02%
73,160
+15,656
541
$332K 0.02%
4,308
-100
542
$331K 0.02%
+15,187
543
$328K 0.02%
4,938
544
$328K 0.02%
1,290
+510
545
$327K 0.02%
930
-14
546
$327K 0.02%
8,064
-66
547
$327K 0.02%
27,302
548
$327K 0.02%
14,501
549
$325K 0.02%
19,176
+308
550
$325K 0.02%
18,449
+1,312
20 21
22
23 24