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
1501
$6K ﹤0.01%
180
+8
1502
$6K ﹤0.01%
+275
1503
$6K ﹤0.01%
+57
1504
$6K ﹤0.01%
762
+11
1505
$6K ﹤0.01%
100
1506
$6K ﹤0.01%
104
+72
1507
$6K ﹤0.01%
42
1508
$6K ﹤0.01%
300
1509
$6K ﹤0.01%
317
1510
$6K ﹤0.01%
+70
1511
$6K ﹤0.01%
+199
1512
$6K ﹤0.01%
72
-12
1513
$6K ﹤0.01%
515
1514
$6K ﹤0.01%
168
1515
$6K ﹤0.01%
+51
1516
$6K ﹤0.01%
100
1517
$6K ﹤0.01%
100
1518
$6K ﹤0.01%
30
1519
$6K ﹤0.01%
+88
1520
$6K ﹤0.01%
60
+40
1521
$6K ﹤0.01%
22
1522
$6K ﹤0.01%
163
1523
$6K ﹤0.01%
272
1524
$6K ﹤0.01%
29
-36
1525
$6K ﹤0.01%
+200