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
701
$199K 0.01%
4,890
+150
702
$197K 0.01%
5,550
-252
703
$197K 0.01%
1,208
+8
704
$197K 0.01%
16,702
+601
705
$196K 0.01%
404
-5
706
$196K 0.01%
5,075
+3
707
$195K 0.01%
2,255
+148
708
$195K 0.01%
993
-9,029
709
$195K 0.01%
3,384
-11
710
$193K 0.01%
2,554
-243
711
$192K 0.01%
1,704
-38
712
$192K 0.01%
2,014
+30
713
$192K 0.01%
479
-64
714
$190K 0.01%
1,865
-212
715
$188K 0.01%
872
716
$188K 0.01%
13,381
+117
717
$187K 0.01%
4,000
718
$186K 0.01%
5,572
+1
719
$186K 0.01%
658
720
$185K 0.01%
4,016
+24
721
$185K 0.01%
2,340
722
$184K 0.01%
4,745
+48
723
$184K 0.01%
6,957
-21
724
$184K 0.01%
3,661
+413
725
$184K 0.01%
7,689
27 28
29
30 31