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
326
$72.6K 0.02%
5,796
327
$72.3K 0.02%
2,000
328
$71.9K 0.02%
691
-26
329
$71.8K 0.02%
1,250
330
$71.7K 0.02%
2,073
-150
331
$71.3K 0.02%
431
332
$69.8K 0.02%
1,385
-200
333
$69.5K 0.02%
2,485
334
$69.4K 0.02%
3,490
335
$68.2K 0.02%
2,000
336
$67.6K 0.02%
682
+612
337
$67.5K 0.02%
885
-248
338
$67.5K 0.02%
1,435
-65
339
$65.9K 0.02%
792
340
$65.6K 0.02%
185
341
$65.2K 0.02%
469
-111
342
$64.6K 0.02%
253
+16
343
$63.9K 0.02%
770
-103
344
$62.8K 0.02%
715
-103
345
$62.5K 0.02%
442
346
$60.3K 0.02%
1,472
+1
347
$59.8K 0.02%
1,800
348
$58.9K 0.01%
3,790
349
$58.6K 0.01%
600
-18
350
$57.3K 0.01%
3,545
+2,895
12 13
14
15 16