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
201
$1.95M 0.1%
5,657
-244
202
$1.94M 0.09%
83,200
+1,119
203
$1.91M 0.09%
14,290
+863
204
$1.9M 0.09%
11,252
+1,731
205
$1.9M 0.09%
45,626
+1,873
206
$1.89M 0.09%
37,792
-2
207
$1.88M 0.09%
59,766
+719
208
$1.87M 0.09%
15,701
-14,244
209
$1.85M 0.09%
14,725
+1,679
210
$1.85M 0.09%
9,737
-4
211
$1.85M 0.09%
31,368
-481
212
$1.84M 0.09%
36,599
-2,501
213
$1.83M 0.09%
6,030
+5,496
214
$1.81M 0.09%
30,383
+962
215
$1.8M 0.09%
16,293
+375
216
$1.79M 0.09%
28,545
+9,193
217
$1.77M 0.09%
80,946
+3,296
218
$1.77M 0.09%
34,382
+190
219
$1.76M 0.09%
55,556
-235
220
$1.75M 0.09%
23,651
-1,170
221
$1.73M 0.08%
53,000
+2,149
222
$1.72M 0.08%
22,545
-522
223
$1.7M 0.08%
134,194
+2,098
224
$1.67M 0.08%
25,684
+2,113
225
$1.67M 0.08%
11,845
-1,098
7 8
9
10 11