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
551
$324K 0.02%
1,954
+994
552
$321K 0.02%
1,917
+110
553
$321K 0.02%
100,000
+50,000
554
$319K 0.02%
4,165
+7
555
$318K 0.02%
10,772
+2,510
556
$316K 0.02%
7,758
-108
557
$316K 0.02%
11,086
+1,096
558
$314K 0.02%
5,255
+473
559
$314K 0.02%
4,316
-14
560
$313K 0.02%
7,261
-131
561
$311K 0.02%
4,930
+16
562
$310K 0.02%
8,709
+966
563
$310K 0.02%
3,999
+34
564
$310K 0.02%
37,537
+2,879
565
$309K 0.02%
1,261
+2
566
$308K 0.02%
1,505
+185
567
$303K 0.01%
9,907
+37
568
$298K 0.01%
3,727
+2,823
569
$298K 0.01%
6,737
+2,543
570
$295K 0.01%
8,931
-33
571
$294K 0.01%
3,093
-305
572
$294K 0.01%
17,494
-1,352
573
$294K 0.01%
4,488
574
$293K 0.01%
672
-45
575
$291K 0.01%
4,064
+720
21 22
23
24 25