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
2001
$8.88K ﹤0.01%
306
+2
2002
$8.86K ﹤0.01%
522
2003
$8.85K ﹤0.01%
1,000
2004
$8.76K ﹤0.01%
198
-7
2005
$8.7K ﹤0.01%
76
2006
$8.69K ﹤0.01%
56
+17
2007
$8.68K ﹤0.01%
410
+29
2008
$8.66K ﹤0.01%
349
+1
2009
$8.61K ﹤0.01%
92
-1
2010
$8.59K ﹤0.01%
132
+43
2011
$8.58K ﹤0.01%
727
-364
2012
$8.57K ﹤0.01%
266
-462
2013
$8.55K ﹤0.01%
834
-604
2014
$8.55K ﹤0.01%
1,473
+39
2015
$8.55K ﹤0.01%
120
-2
2016
$8.53K ﹤0.01%
104
+16
2017
$8.48K ﹤0.01%
26
2018
$8.47K ﹤0.01%
246
2019
$8.47K ﹤0.01%
59
2020
$8.45K ﹤0.01%
181
2021
$8.45K ﹤0.01%
550
2022
$8.44K ﹤0.01%
49
-17
2023
$8.4K ﹤0.01%
64
2024
$8.37K ﹤0.01%
200
2025
$8.35K ﹤0.01%
309
+55
79 80
81
82 83