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
126
$3.42M 0.17%
106,389
+1,143
127
$3.4M 0.17%
31,673
+3,520
128
$3.39M 0.17%
45,098
+3,285
129
$3.33M 0.16%
4,594
-127
130
$3.33M 0.16%
65,730
+2,721
131
$3.28M 0.16%
7,125
+665
132
$3.27M 0.16%
62,325
+1,029
133
$3.26M 0.16%
87,763
+3,243
134
$3.14M 0.15%
14,870
-200
135
$3.11M 0.15%
69,502
-1,238
136
$3.1M 0.15%
26,031
+444
137
$3.08M 0.15%
15,682
-1,290
138
$2.98M 0.15%
65,577
+720
139
$2.91M 0.14%
30,516
-2,753
140
$2.9M 0.14%
40,005
+10,205
141
$2.88M 0.14%
58,581
+41,538
142
$2.88M 0.14%
44,055
-768
143
$2.79M 0.14%
36,958
+350
144
$2.78M 0.14%
148,140
-1,348
145
$2.74M 0.13%
55,290
+200
146
$2.7M 0.13%
82,792
+1,059
147
$2.67M 0.13%
92,993
+10,645
148
$2.66M 0.13%
48,939
+157
149
$2.63M 0.13%
164,877
+12,182
150
$2.62M 0.13%
42,383
+3,400
4 5
6
7 8