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
476
$38K 0.01%
506
477
$37.6K 0.01%
836
-633
478
$37.4K 0.01%
113
+7
479
$37K 0.01%
819
-200
480
$36.8K 0.01%
320
481
$36.6K 0.01%
130
482
$36.2K 0.01%
212
483
$36.1K 0.01%
970
484
$35.9K 0.01%
288
485
$35.8K 0.01%
1,000
486
$35.7K 0.01%
1,699
+74
487
$35.5K 0.01%
200
488
$35.4K 0.01%
400
489
$35.4K 0.01%
210
490
$34.9K 0.01%
+1,083
491
$34K 0.01%
745
492
$33.8K 0.01%
12,500
493
$33.5K 0.01%
814
+4
494
$33K 0.01%
110
495
$32.9K 0.01%
400
496
$32.6K 0.01%
154
497
$32.6K 0.01%
510
498
$32.3K 0.01%
385
-174
499
$32.1K 0.01%
482
+11
500
$32.1K 0.01%
111
18 19
20
21 22