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
576
$290K 0.01%
6,538
+5,807
577
$289K 0.01%
3,748
+72
578
$289K 0.01%
5,905
+137
579
$287K 0.01%
6,700
+100
580
$287K 0.01%
4,295
-386
581
$286K 0.01%
4,340
+52
582
$282K 0.01%
1,968
+400
583
$281K 0.01%
14,963
+423
584
$280K 0.01%
357
+21
585
$280K 0.01%
5,317
-1,836
586
$280K 0.01%
1,904
-75
587
$280K 0.01%
21,878
+1,806
588
$279K 0.01%
14,730
589
$277K 0.01%
5,095
+4,751
590
$276K 0.01%
20,757
+1,840
591
$275K 0.01%
13,216
+177
592
$274K 0.01%
2,782
593
$271K 0.01%
2,676
+45
594
$267K 0.01%
6,449
-64
595
$267K 0.01%
4,152
-109
596
$266K 0.01%
3,549
+189
597
$265K 0.01%
13,578
+7
598
$265K 0.01%
11,534
-3,761
599
$265K 0.01%
8,085
-5
600
$264K 0.01%
24,469
+2,749
22 23
24
25 26