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
1926
$11.1K ﹤0.01%
246
1927
$11.1K ﹤0.01%
2,847
1928
$11.1K ﹤0.01%
223
-55
1929
$11K ﹤0.01%
97
+18
1930
$11K ﹤0.01%
331
+1
1931
$10.9K ﹤0.01%
206
1932
$10.8K ﹤0.01%
772
+443
1933
$10.8K ﹤0.01%
440
+32
1934
$10.8K ﹤0.01%
413
1935
$10.7K ﹤0.01%
235
-247
1936
$10.7K ﹤0.01%
110
+1
1937
$10.7K ﹤0.01%
764
1938
$10.7K ﹤0.01%
350
1939
$10.7K ﹤0.01%
87
1940
$10.7K ﹤0.01%
117
1941
$10.5K ﹤0.01%
228
1942
$10.5K ﹤0.01%
1,176
+29
1943
$10.5K ﹤0.01%
265
1944
$10.5K ﹤0.01%
123
-10
1945
$10.4K ﹤0.01%
106
-7
1946
$10.4K ﹤0.01%
+2,000
1947
$10.4K ﹤0.01%
357
+157
1948
$10.3K ﹤0.01%
2,235
+60
1949
$10.3K ﹤0.01%
279
1950
$10.3K ﹤0.01%
267
+81
76 77
78
79 80