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
501
$32.1K 0.01%
303
-2
502
$31.9K 0.01%
509
503
$31.5K 0.01%
390
+5
504
$31.4K 0.01%
200
505
$31.1K 0.01%
35
506
$30.7K 0.01%
566
507
$30.5K 0.01%
388
508
$30.2K 0.01%
105
509
$30.2K 0.01%
2,887
510
$29.9K 0.01%
278
511
$29.8K 0.01%
1,240
-38
512
$29.4K 0.01%
2,136
513
$29.3K ﹤0.01%
161
514
$29.2K ﹤0.01%
638
515
$29.1K ﹤0.01%
375
516
$29.1K ﹤0.01%
541
-2
517
$29K ﹤0.01%
700
518
$29K ﹤0.01%
155
519
$28.6K ﹤0.01%
241
-295
520
$28.6K ﹤0.01%
196
-615
521
$28.5K ﹤0.01%
586
+7
522
$28K ﹤0.01%
207
523
$27.9K ﹤0.01%
112
+3
524
$27.5K ﹤0.01%
100
525
$27.4K ﹤0.01%
476
+26
19 20
21
22 23