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
926
$105K 0.01%
253
-35
927
$105K 0.01%
10,548
-927
928
$105K 0.01%
1,609
+114
929
$105K 0.01%
873
-156
930
$105K 0.01%
4,884
+72
931
$105K 0.01%
2,680
932
$104K 0.01%
707
+61
933
$104K 0.01%
1,013
-424
934
$104K 0.01%
952
+138
935
$104K 0.01%
7,750
+82
936
$104K 0.01%
1,236
937
$104K 0.01%
4,581
+15
938
$103K 0.01%
2,316
-22
939
$103K 0.01%
4,157
+76
940
$103K 0.01%
591
-27
941
$102K 0.01%
1,978
+21
942
$102K 0.01%
41
-8
943
$102K 0.01%
3,585
-1
944
$102K 0.01%
1,389
+74
945
$102K 0.01%
381
-1
946
$102K 0.01%
769
+62
947
$101K 0.01%
1,984
+215
948
$101K ﹤0.01%
1,062
949
$101K ﹤0.01%
2,502
+1
950
$101K ﹤0.01%
3,186
+2
36 37
38
39 40