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
1601
$5K ﹤0.01%
100
1602
$5K ﹤0.01%
25
1603
$5K ﹤0.01%
22
1604
$5K ﹤0.01%
+200
1605
$5K ﹤0.01%
1,206
-306
1606
$5K ﹤0.01%
+438
1607
$4K ﹤0.01%
59
1608
$4K ﹤0.01%
165
1609
$4K ﹤0.01%
206
+2
1610
$4K ﹤0.01%
50
1611
$4K ﹤0.01%
124
+3
1612
$4K ﹤0.01%
+128
1613
$4K ﹤0.01%
80
1614
$4K ﹤0.01%
600
+500
1615
$4K ﹤0.01%
87
1616
$4K ﹤0.01%
119
1617
$4K ﹤0.01%
63
1618
$4K ﹤0.01%
156
+8
1619
$4K ﹤0.01%
610
1620
$4K ﹤0.01%
310
1621
$4K ﹤0.01%
37
1622
$4K ﹤0.01%
47
1623
$4K ﹤0.01%
125
1624
$4K ﹤0.01%
181
1625
$4K ﹤0.01%
154