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
801
$148K 0.01%
5,195
-13
802
$148K 0.01%
6,599
-2,859
803
$148K 0.01%
2,234
+3
804
$147K 0.01%
18,769
-5,140
805
$146K 0.01%
8,464
806
$146K 0.01%
3,452
+115
807
$145K 0.01%
3,258
-730
808
$145K 0.01%
4,392
809
$144K 0.01%
15,930
+3,000
810
$143K 0.01%
3,590
-34
811
$143K 0.01%
4,807
812
$143K 0.01%
3,588
+43
813
$143K 0.01%
3,600
+7
814
$142K 0.01%
3,669
-350
815
$142K 0.01%
3,662
+672
816
$142K 0.01%
2,859
-94
817
$142K 0.01%
630
+7
818
$142K 0.01%
10,561
+47
819
$141K 0.01%
2,845
-36
820
$141K 0.01%
4,178
+2,002
821
$140K 0.01%
9,636
822
$140K 0.01%
7,531
-1,395
823
$140K 0.01%
314
-106
824
$140K 0.01%
833
-138
825
$140K 0.01%
4,871
31 32
33
34 35