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
851
$125K 0.01%
540
-28
852
$125K 0.01%
993
+64
853
$125K 0.01%
847
+1
854
$124K 0.01%
1,735
-500
855
$124K 0.01%
3,060
-40
856
$124K 0.01%
1,119
+181
857
$124K 0.01%
738
-84
858
$123K 0.01%
1,839
+39
859
$122K 0.01%
3,020
+624
860
$122K 0.01%
2,255
-122
861
$122K 0.01%
2,250
+2
862
$121K 0.01%
1,729
863
$121K 0.01%
2,622
-5
864
$121K 0.01%
2,126
-12,214
865
$121K 0.01%
9,000
866
$121K 0.01%
3,828
-45
867
$121K 0.01%
1,113
+3
868
$120K 0.01%
4,894
-852
869
$120K 0.01%
5,712
870
$120K 0.01%
2,780
+7
871
$119K 0.01%
6,895
872
$119K 0.01%
2,341
-4,153
873
$119K 0.01%
1,109
-409
874
$118K 0.01%
1,804
875
$117K 0.01%
899
33 34
35
36 37