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
751
$171K 0.01%
6,722
-158
752
$170K 0.01%
7,576
-63
753
$170K 0.01%
3,607
-50
754
$170K 0.01%
825
-30
755
$169K 0.01%
5,646
-47
756
$169K 0.01%
360
-1
757
$169K 0.01%
16,955
+228
758
$169K 0.01%
3,936
-71
759
$169K 0.01%
6,198
+21
760
$168K 0.01%
4,440
-51
761
$167K 0.01%
6,182
-11
762
$167K 0.01%
8,214
+30
763
$167K 0.01%
2,001
-286
764
$166K 0.01%
4,129
765
$165K 0.01%
2,641
+877
766
$165K 0.01%
2,767
-26
767
$165K 0.01%
1,037
-8
768
$164K 0.01%
4,638
-286
769
$163K 0.01%
3,600
-349
770
$162K 0.01%
744
-75
771
$162K 0.01%
649
-5
772
$162K 0.01%
8,100
+419
773
$162K 0.01%
9,019
-483
774
$162K 0.01%
857
775
$162K 0.01%
1,728
29 30
31
32 33