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
601
$11.5K ﹤0.01%
477
602
$11.5K ﹤0.01%
319
603
$11.3K ﹤0.01%
392
-541
604
$11.3K ﹤0.01%
300
-314
605
$11.3K ﹤0.01%
800
606
$11.3K ﹤0.01%
191
607
$11.2K ﹤0.01%
84
608
$11.2K ﹤0.01%
184
609
$11K ﹤0.01%
154
-1
610
$10.9K ﹤0.01%
216
611
$10.8K ﹤0.01%
100
612
$10.8K ﹤0.01%
197
613
$10.7K ﹤0.01%
347
-27
614
$10.4K ﹤0.01%
41
+31
615
$10.4K ﹤0.01%
103
+26
616
$10.4K ﹤0.01%
382
617
$10.3K ﹤0.01%
82
618
$10.3K ﹤0.01%
100
619
$10.3K ﹤0.01%
110
+44
620
$10.2K ﹤0.01%
500
621
$10.1K ﹤0.01%
209
-69
622
$9.91K ﹤0.01%
100
623
$9.9K ﹤0.01%
75
624
$9.89K ﹤0.01%
241
625
$9.87K ﹤0.01%
+174
23 24
25
26 27