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
2026
$8.3K ﹤0.01%
449
+17
2027
$8.3K ﹤0.01%
306
+27
2028
$8.29K ﹤0.01%
300
2029
$8.28K ﹤0.01%
30
2030
$8.26K ﹤0.01%
301
2031
$8.23K ﹤0.01%
142
2032
$8.21K ﹤0.01%
200
2033
$8.21K ﹤0.01%
113
-9
2034
$8.2K ﹤0.01%
155
-87
2035
$8.19K ﹤0.01%
562
2036
$8.12K ﹤0.01%
505
-2,285
2037
$8.05K ﹤0.01%
40
+4
2038
$8.04K ﹤0.01%
80
2039
$8.02K ﹤0.01%
220
2040
$8.01K ﹤0.01%
179
2041
$8K ﹤0.01%
300
2042
$7.99K ﹤0.01%
161
+30
2043
$7.95K ﹤0.01%
440
+150
2044
$7.93K ﹤0.01%
237
2045
$7.92K ﹤0.01%
2,515
+1,950
2046
$7.92K ﹤0.01%
50
2047
$7.86K ﹤0.01%
137
2048
$7.86K ﹤0.01%
2,271
+512
2049
$7.83K ﹤0.01%
100
2050
$7.79K ﹤0.01%
114
80 81
82
83 84