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
$976M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,997
New
Increased
Reduced
Closed

Top Buys

1 +$3.79M
2 +$3.32M
3 +$2.71M
4
DFEB icon
FT Vest US Equity Deep Buffer ETF February
DFEB
+$2.69M
5
ASML icon
ASML
ASML
+$2.52M

Sector Composition

1 Financials 12.03%
2 Technology 9.16%
3 Consumer Discretionary 4.58%
4 Healthcare 4.21%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$17K ﹤0.01%
610
1227
$17K ﹤0.01%
+400
1228
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331
1229
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1230
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297
+9
1231
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165
+31
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+267
1233
$17K ﹤0.01%
+577
1234
$17K ﹤0.01%
1,698
-1,070
1235
$17K ﹤0.01%
344
1236
$17K ﹤0.01%
37
+26
1237
$17K ﹤0.01%
1,688
1238
$17K ﹤0.01%
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1239
$17K ﹤0.01%
350
1240
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179
+61
1241
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412
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1242
$16K ﹤0.01%
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46
+28
1244
$16K ﹤0.01%
700
1245
$16K ﹤0.01%
338
+204
1246
$16K ﹤0.01%
155
+110
1247
$16K ﹤0.01%
411
+59
1248
$16K ﹤0.01%
275
1249
$16K ﹤0.01%
500
1250
$16K ﹤0.01%
877