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
526
$18.3K ﹤0.01%
488
+5
527
$18.3K ﹤0.01%
500
528
$18.1K ﹤0.01%
412
-4,182
529
$17.7K ﹤0.01%
2,160
530
$17.4K ﹤0.01%
182
+38
531
$17.4K ﹤0.01%
450
+26
532
$17.3K ﹤0.01%
190
533
$17K ﹤0.01%
425
534
$17K ﹤0.01%
399
535
$17K ﹤0.01%
48
+20
536
$16.9K ﹤0.01%
419
537
$16.7K ﹤0.01%
364
538
$16.6K ﹤0.01%
72
-3
539
$16.5K ﹤0.01%
191
+131
540
$16.3K ﹤0.01%
161
541
$16.2K ﹤0.01%
303
542
$16.2K ﹤0.01%
200
543
$15.7K ﹤0.01%
259
544
$15.6K ﹤0.01%
170
+1
545
$15.6K ﹤0.01%
520
546
$15.6K ﹤0.01%
84
+33
547
$15.4K ﹤0.01%
405
+1
548
$15.4K ﹤0.01%
105
-87
549
$15.4K ﹤0.01%
405
550
$15.3K ﹤0.01%
142
-100
20 21
22
23 24