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
1701
$18.2K ﹤0.01%
195
+16
1702
$18.2K ﹤0.01%
3,735
+41
1703
$18.2K ﹤0.01%
279
-15
1704
$18.2K ﹤0.01%
438
1705
$18.2K ﹤0.01%
353
+14
1706
$18.1K ﹤0.01%
400
+1
1707
$18K ﹤0.01%
332
1708
$18K ﹤0.01%
228
1709
$18K ﹤0.01%
613
+78
1710
$18K ﹤0.01%
1,000
-1,000
1711
$18K ﹤0.01%
430
1712
$18K ﹤0.01%
422
1713
$18K ﹤0.01%
617
-12
1714
$18K ﹤0.01%
1,214
-2,830
1715
$17.9K ﹤0.01%
667
-16
1716
$17.8K ﹤0.01%
404
-8
1717
$17.8K ﹤0.01%
527
1718
$17.8K ﹤0.01%
726
-158
1719
$17.7K ﹤0.01%
239
-2
1720
$17.6K ﹤0.01%
1,678
1721
$17.6K ﹤0.01%
258
-6
1722
$17.6K ﹤0.01%
+588
1723
$17.6K ﹤0.01%
810
1724
$17.6K ﹤0.01%
213
-9
1725
$17.5K ﹤0.01%
224
67 68
69
70 71