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
676
$211K 0.01%
1,868
+3
677
$211K 0.01%
1,427
-5
678
$210K 0.01%
2,886
679
$209K 0.01%
9,269
+21
680
$209K 0.01%
4,096
681
$209K 0.01%
4,659
682
$208K 0.01%
7,623
+47
683
$208K 0.01%
1,872
+715
684
$208K 0.01%
39,843
+147
685
$208K 0.01%
834
+2
686
$208K 0.01%
3,502
-692
687
$208K 0.01%
965
-118
688
$208K 0.01%
7,986
-5,850
689
$207K 0.01%
9,060
-536
690
$206K 0.01%
2,652
+331
691
$206K 0.01%
4,434
-913
692
$206K 0.01%
9,250
693
$206K 0.01%
1,859
-6
694
$205K 0.01%
1,780
-24
695
$205K 0.01%
9,058
+381
696
$204K 0.01%
+4,379
697
$203K 0.01%
1,586
+41
698
$202K 0.01%
8,947
-562
699
$200K 0.01%
1,574
+205
700
$199K 0.01%
3,491
-1,376
26 27
28
29 30