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
626
$244K 0.01%
9,627
+306
627
$243K 0.01%
2,657
+19
628
$242K 0.01%
11,137
-100
629
$242K 0.01%
9,067
+23
630
$241K 0.01%
447
-56
631
$241K 0.01%
7,104
-73
632
$240K 0.01%
2,954
-399
633
$239K 0.01%
1,859
+494
634
$238K 0.01%
2,946
+142
635
$238K 0.01%
+6,908
636
$236K 0.01%
12,557
+71
637
$236K 0.01%
717
-3
638
$236K 0.01%
2,063
+811
639
$233K 0.01%
1,124
-24
640
$231K 0.01%
3,670
641
$231K 0.01%
13,847
642
$230K 0.01%
3,560
+341
643
$229K 0.01%
8,105
-235
644
$228K 0.01%
6,845
-4
645
$228K 0.01%
4,551
+545
646
$228K 0.01%
7,242
-59
647
$226K 0.01%
2,599
+5
648
$225K 0.01%
2,263
-2,905
649
$224K 0.01%
3,153
-866
650
$223K 0.01%
2,677
+20
24 25
26
27 28