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
2401
$2.89K ﹤0.01%
50
2402
$2.88K ﹤0.01%
3,365
2403
$2.88K ﹤0.01%
289
2404
$2.87K ﹤0.01%
1,550
-350
2405
$2.86K ﹤0.01%
300
2406
$2.86K ﹤0.01%
16
-2
2407
$2.85K ﹤0.01%
70
2408
$2.84K ﹤0.01%
1,000
2409
$2.83K ﹤0.01%
60
2410
$2.81K ﹤0.01%
252
+2
2411
$2.81K ﹤0.01%
39
-1
2412
$2.8K ﹤0.01%
322
+62
2413
$2.8K ﹤0.01%
20
2414
$2.79K ﹤0.01%
+86
2415
$2.79K ﹤0.01%
244
2416
$2.78K ﹤0.01%
87
-5
2417
$2.77K ﹤0.01%
3,800
2418
$2.75K ﹤0.01%
655
+159
2419
$2.73K ﹤0.01%
+54
2420
$2.71K ﹤0.01%
215
-135
2421
$2.71K ﹤0.01%
+14
2422
$2.7K ﹤0.01%
65
-100
2423
$2.7K ﹤0.01%
107
2424
$2.69K ﹤0.01%
54
2425
$2.69K ﹤0.01%
416
95 96
97
98 99