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
1001
$88.1K ﹤0.01%
450
+19
1002
$87.7K ﹤0.01%
2,585
+30
1003
$87.7K ﹤0.01%
2,574
1004
$87.5K ﹤0.01%
571
+127
1005
$87.4K ﹤0.01%
+1,057
1006
$87K ﹤0.01%
1,550
1007
$86.7K ﹤0.01%
1,618
+5
1008
$85.7K ﹤0.01%
4,605
+384
1009
$85.7K ﹤0.01%
794
1010
$85.3K ﹤0.01%
10,812
-337
1011
$85.2K ﹤0.01%
3,141
+203
1012
$85.2K ﹤0.01%
258
-7
1013
$84.7K ﹤0.01%
951
-4
1014
$84.7K ﹤0.01%
1,287
+1,146
1015
$84.4K ﹤0.01%
3,657
1016
$84.3K ﹤0.01%
641
-111
1017
$84.3K ﹤0.01%
504
+127
1018
$84.1K ﹤0.01%
1,921
1019
$84K ﹤0.01%
1,899
+192
1020
$83.8K ﹤0.01%
3,812
+56
1021
$83.6K ﹤0.01%
2,310
+34
1022
$83.5K ﹤0.01%
1,482
+1,167
1023
$82.9K ﹤0.01%
2,270
+300
1024
$82.8K ﹤0.01%
1,651
1025
$82.4K ﹤0.01%
1,603
-1,829
39 40
41
42 43