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
2076
$7.2K ﹤0.01%
130
2077
$7.17K ﹤0.01%
49
2078
$7.07K ﹤0.01%
350
2079
$7.07K ﹤0.01%
57
2080
$7.05K ﹤0.01%
250
-62
2081
$7.05K ﹤0.01%
122
2082
$7.05K ﹤0.01%
405
2083
$7.04K ﹤0.01%
500
2084
$6.99K ﹤0.01%
300
2085
$6.99K ﹤0.01%
71
2086
$6.98K ﹤0.01%
434
+121
2087
$6.96K ﹤0.01%
+66
2088
$6.93K ﹤0.01%
275
2089
$6.92K ﹤0.01%
191
2090
$6.91K ﹤0.01%
106
-4
2091
$6.89K ﹤0.01%
397
2092
$6.87K ﹤0.01%
1,290
2093
$6.87K ﹤0.01%
41
-14
2094
$6.86K ﹤0.01%
212
2095
$6.73K ﹤0.01%
577
2096
$6.71K ﹤0.01%
175
2097
$6.71K ﹤0.01%
99
2098
$6.7K ﹤0.01%
417
+209
2099
$6.67K ﹤0.01%
235
+70
2100
$6.65K ﹤0.01%
50
82 83
84
85 86