GEA

Glen Eagle Advisors Portfolio holdings

AUM $650M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,230
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$6.24M
3
+$2.1M
4
AAPL icon
Apple
AAPL
+$2.08M
5
BUFT icon
FT Vest Buffered Allocation Defensive ETF
BUFT
+$2.07M

Top Sells

1
+$2.6M
2
+$1M
3
+$928K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$838K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$641K

Sector Composition

1 Technology 11.64%
2 Healthcare 9.25%
3 Financials 5.42%
4 Consumer Staples 4.12%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$87.4K 0.02%
653
+60
302
$86.7K 0.02%
1,367
303
$86.6K 0.02%
957
304
$86.5K 0.02%
630
-9
305
$85.8K 0.02%
2,433
+64
306
$84.6K 0.02%
370
-79
307
$83.2K 0.02%
250
308
$81.5K 0.02%
821
+16
309
$81K 0.02%
2,553
-112
310
$81K 0.02%
3,040
311
$80.1K 0.02%
784
-21
312
$79.4K 0.02%
115
313
$78.3K 0.02%
805
-17
314
$76.2K 0.02%
568
-62
315
$75.7K 0.02%
1,007
-108
316
$75.3K 0.02%
1,385
-510
317
$74.5K 0.02%
680
-365
318
$73.7K 0.02%
571
319
$73.7K 0.02%
1,682
320
$73.5K 0.02%
459
-8
321
$73.5K 0.02%
955
+682
322
$73.5K 0.02%
785
323
$72.9K 0.02%
1,225
324
$72.7K 0.02%
1,000
+977
325
$72.6K 0.02%
216
-117
11 12
13
14 15