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
951
$100K ﹤0.01%
1,191
952
$100K ﹤0.01%
1,981
953
$100K ﹤0.01%
1,936
+145
954
$99.6K ﹤0.01%
1,709
+13
955
$99.5K ﹤0.01%
482
956
$99.4K ﹤0.01%
7,838
957
$99.2K ﹤0.01%
1,137
+47
958
$98.4K ﹤0.01%
625
959
$98.3K ﹤0.01%
2,040
960
$98.1K ﹤0.01%
538
+143
961
$97.9K ﹤0.01%
2,786
962
$97.9K ﹤0.01%
450
-209
963
$97.8K ﹤0.01%
2,010
+10
964
$97.5K ﹤0.01%
1,540
965
$97.3K ﹤0.01%
2,127
966
$97.1K ﹤0.01%
1,747
967
$96.2K ﹤0.01%
2,073
-17
968
$95.8K ﹤0.01%
2,660
-1,431
969
$95.7K ﹤0.01%
1,800
-58
970
$95.5K ﹤0.01%
2,247
+9
971
$94K ﹤0.01%
5,987
+297
972
$93.7K ﹤0.01%
2,391
+2
973
$93.6K ﹤0.01%
2,969
974
$93.3K ﹤0.01%
1,475
-828
975
$93.1K ﹤0.01%
485
+3
37 38
39
40 41