GEA

Glen Eagle Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$3.02M
3
+$1.87M
4
BUFZ icon
FT Vest Laddered Moderate Buffer ETF
BUFZ
+$1.64M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.57M

Top Sells

1
+$1.43M
2
+$856K
3
+$582K
4
JNJ icon
Johnson & Johnson
JNJ
+$576K
5
NOW icon
ServiceNow
NOW
+$474K

Sector Composition

1 Technology 14.59%
2 Healthcare 6.97%
3 Financials 4.87%
4 Consumer Discretionary 4.22%
5 Consumer Staples 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$67.4K 0.01%
696
377
$67.1K 0.01%
794
-239
378
$66.9K 0.01%
1,975
379
$66.8K 0.01%
10,000
380
$66.6K 0.01%
129
381
$66.2K 0.01%
1,833
382
$64.7K 0.01%
397
+3
383
$64.2K 0.01%
186
+6
384
$63.4K 0.01%
284
385
$62K 0.01%
436
386
$61.9K 0.01%
407
-105
387
$60.9K 0.01%
625
-131
388
$60.5K 0.01%
2,888
389
$60.2K 0.01%
+236
390
$59.6K 0.01%
1,031
+6
391
$58.8K 0.01%
1,296
392
$58.4K 0.01%
1,300
393
$58.1K 0.01%
1,139
+120
394
$58K 0.01%
1,307
+1,000
395
$57.4K 0.01%
2,250
396
$57.3K 0.01%
1,408
+2
397
$57.2K 0.01%
165
398
$57.1K 0.01%
1,115
399
$57.1K 0.01%
1,143
400
$56.7K 0.01%
677
-300
14 15
16
17 18