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
1526
$6K ﹤0.01%
105
1527
$6K ﹤0.01%
191
1528
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+50
1529
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101
+93
1530
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100
1531
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101
1532
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141
1533
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45
1534
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+217
1535
$6K ﹤0.01%
35
1536
$6K ﹤0.01%
+67
1537
$6K ﹤0.01%
125
1538
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116
+81
1539
$6K ﹤0.01%
2,500
1540
$6K ﹤0.01%
183
-67
1541
$5K ﹤0.01%
+438
1542
$5K ﹤0.01%
+1,399
1543
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+300
1544
$5K ﹤0.01%
+11
1545
$5K ﹤0.01%
151
+1
1546
$5K ﹤0.01%
+1,053
1547
$5K ﹤0.01%
870
1548
$5K ﹤0.01%
148
+2
1549
$5K ﹤0.01%
83
1550
$5K ﹤0.01%
300
-150