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
1976
$9.62K ﹤0.01%
3,511
1977
$9.6K ﹤0.01%
331
1978
$9.6K ﹤0.01%
1,065
+439
1979
$9.48K ﹤0.01%
209
+65
1980
$9.47K ﹤0.01%
296
1981
$9.42K ﹤0.01%
709
1982
$9.41K ﹤0.01%
351
+131
1983
$9.39K ﹤0.01%
151
+11
1984
$9.39K ﹤0.01%
434
1985
$9.37K ﹤0.01%
65
1986
$9.36K ﹤0.01%
106
1987
$9.35K ﹤0.01%
148
1988
$9.33K ﹤0.01%
+1,000
1989
$9.27K ﹤0.01%
171
1990
$9.21K ﹤0.01%
144
-8
1991
$9.2K ﹤0.01%
77
1992
$9.15K ﹤0.01%
393
+157
1993
$9.14K ﹤0.01%
82
-4
1994
$9.14K ﹤0.01%
65
1995
$9.13K ﹤0.01%
1,000
1996
$9.02K ﹤0.01%
407
+8
1997
$9.02K ﹤0.01%
943
-1,000
1998
$9.01K ﹤0.01%
1,824
-1
1999
$8.93K ﹤0.01%
218
-48
2000
$8.93K ﹤0.01%
140
78 79
80
81 82