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
576
$13.1K ﹤0.01%
310
+2
577
$13.1K ﹤0.01%
435
578
$13K ﹤0.01%
364
+3
579
$12.9K ﹤0.01%
170
580
$12.8K ﹤0.01%
475
-400
581
$12.7K ﹤0.01%
235
582
$12.7K ﹤0.01%
200
583
$12.5K ﹤0.01%
73
+23
584
$12.5K ﹤0.01%
95
585
$12.5K ﹤0.01%
100
586
$12.4K ﹤0.01%
325
587
$12.4K ﹤0.01%
350
588
$12.2K ﹤0.01%
86
-20
589
$12.2K ﹤0.01%
500
590
$12.2K ﹤0.01%
200
-24
591
$12.1K ﹤0.01%
53
+4
592
$12K ﹤0.01%
130
593
$12K ﹤0.01%
464
+10
594
$12K ﹤0.01%
105
595
$12K ﹤0.01%
58
-14
596
$11.8K ﹤0.01%
+60
597
$11.7K ﹤0.01%
61
598
$11.7K ﹤0.01%
1,030
599
$11.7K ﹤0.01%
104
+46
600
$11.6K ﹤0.01%
518
22 23
24
25 26