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
451
$28.9K 0.01%
245
-12
452
$28.9K 0.01%
142
453
$28.7K 0.01%
429
-129
454
$28.6K 0.01%
450
455
$28.5K 0.01%
201
456
$28.5K 0.01%
438
-26
457
$28.4K 0.01%
+800
458
$28.3K 0.01%
745
459
$28.3K 0.01%
400
460
$27.4K 0.01%
455
461
$27.3K 0.01%
326
+2
462
$27.3K 0.01%
418
463
$27.1K 0.01%
100
464
$27K 0.01%
600
465
$27K 0.01%
132
+75
466
$27K 0.01%
400
467
$26.7K 0.01%
255
468
$26.6K 0.01%
2,136
+5
469
$25.8K 0.01%
546
+7
470
$25.6K 0.01%
278
-75
471
$25.6K 0.01%
243
-186
472
$25.2K 0.01%
35
473
$25.1K 0.01%
549
-5
474
$25.1K 0.01%
381
+81
475
$25K 0.01%
506
+126
17 18
19
20 21