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
101
$4.26M 0.21%
14,291
+788
102
$4.24M 0.21%
52,205
-4,099
103
$4.24M 0.21%
14,762
+146
104
$4.2M 0.21%
118,062
+14,667
105
$4.2M 0.2%
36,365
-984
106
$4.17M 0.2%
56,047
-822
107
$4.15M 0.2%
91,660
+4,846
108
$4.13M 0.2%
44,393
+20
109
$4.11M 0.2%
121,778
+3,074
110
$4.09M 0.2%
83,664
-1,501
111
$4.08M 0.2%
30,774
-1,459
112
$4.06M 0.2%
110,663
+11,735
113
$4.05M 0.2%
25,665
-2,665
114
$4.01M 0.2%
23,123
+606
115
$3.99M 0.2%
73,344
+2,585
116
$3.95M 0.19%
83,928
+1,730
117
$3.93M 0.19%
76,035
+329
118
$3.92M 0.19%
169,806
-1,308
119
$3.79M 0.19%
19,706
+392
120
$3.68M 0.18%
39,059
-2,357
121
$3.65M 0.18%
6,999
+147
122
$3.64M 0.18%
29,687
+575
123
$3.55M 0.17%
42,506
-729
124
$3.51M 0.17%
7,940
+277
125
$3.42M 0.17%
43,691
+2,609
3 4
5
6 7