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
1226
$55K ﹤0.01%
916
1227
$54.8K ﹤0.01%
1,091
-750
1228
$54.8K ﹤0.01%
3,052
-58
1229
$54.5K ﹤0.01%
46
1230
$54.3K ﹤0.01%
3,415
-1,323
1231
$54.3K ﹤0.01%
2,388
1232
$54.3K ﹤0.01%
132
-2
1233
$54.1K ﹤0.01%
351
1234
$54K ﹤0.01%
800
1235
$53.9K ﹤0.01%
381
-35
1236
$53.4K ﹤0.01%
703
-345
1237
$53.4K ﹤0.01%
1,581
1238
$53.2K ﹤0.01%
414
1239
$53.1K ﹤0.01%
1,294
+19
1240
$53.1K ﹤0.01%
1,244
+23
1241
$53K ﹤0.01%
339
+279
1242
$52.9K ﹤0.01%
2,250
+3
1243
$52.8K ﹤0.01%
1,228
+24
1244
$52.7K ﹤0.01%
99
+85
1245
$52.6K ﹤0.01%
660
+54
1246
$52.5K ﹤0.01%
1,966
+339
1247
$52.5K ﹤0.01%
584
1248
$52.1K ﹤0.01%
930
+107
1249
$52K ﹤0.01%
1,300
1250
$52K ﹤0.01%
2,017
+182
48 49
50
51 52