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
376
$47.5K 0.01%
780
377
$47.5K 0.01%
2,200
378
$47.4K 0.01%
258
379
$46.9K 0.01%
376
-20
380
$46.9K 0.01%
+926
381
$46.8K 0.01%
207
+13
382
$46.1K 0.01%
1,890
+540
383
$46K 0.01%
1,300
384
$45.8K 0.01%
450
385
$44.9K 0.01%
978
386
$44.7K 0.01%
1,033
387
$44.2K 0.01%
450
+4
388
$43.8K 0.01%
193
+168
389
$43.3K 0.01%
310
+46
390
$43.3K 0.01%
222
+21
391
$43.1K 0.01%
125
+13
392
$42.3K 0.01%
872
393
$42.2K 0.01%
1,539
-220
394
$41.9K 0.01%
506
395
$41.3K 0.01%
289
-217
396
$40.9K 0.01%
1,127
397
$40.4K 0.01%
645
398
$40.2K 0.01%
+1,750
399
$40.2K 0.01%
154
-10
400
$40K 0.01%
630
14 15
16
17 18