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
901
$111K 0.01%
1,793
+146
902
$111K 0.01%
4,117
+151
903
$111K 0.01%
6,164
904
$111K 0.01%
2,616
-5
905
$110K 0.01%
2,786
+265
906
$110K 0.01%
1,201
+93
907
$110K 0.01%
2,146
-70
908
$110K 0.01%
600
+14
909
$110K 0.01%
1,874
-200
910
$110K 0.01%
1,441
911
$109K 0.01%
916
-3
912
$109K 0.01%
3,557
+33
913
$109K 0.01%
2,010
+1
914
$108K 0.01%
429
+14
915
$108K 0.01%
5,388
-21
916
$108K 0.01%
797
-4
917
$107K 0.01%
1,550
-60
918
$107K 0.01%
149
-2
919
$106K 0.01%
4,073
-46
920
$106K 0.01%
301
-19
921
$106K 0.01%
1,035
-4
922
$106K 0.01%
9,615
923
$106K 0.01%
600
924
$105K 0.01%
1,190
925
$105K 0.01%
1,291
35 36
37
38 39