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
601
$14K ﹤0.01%
184
602
$13.9K ﹤0.01%
57
603
$13.8K ﹤0.01%
60
604
$13.8K ﹤0.01%
150
605
$13.7K ﹤0.01%
210
606
$13.7K ﹤0.01%
111
607
$13.4K ﹤0.01%
112
-1
608
$13.3K ﹤0.01%
113
+15
609
$13.2K ﹤0.01%
422
+6
610
$13.2K ﹤0.01%
17
+2
611
$13.2K ﹤0.01%
280
+23
612
$13.1K ﹤0.01%
397
613
$13.1K ﹤0.01%
374
-100
614
$13K ﹤0.01%
500
615
$13K ﹤0.01%
100
616
$13K ﹤0.01%
500
617
$13K ﹤0.01%
50
618
$12.9K ﹤0.01%
56
619
$12.9K ﹤0.01%
117
620
$12.9K ﹤0.01%
92
621
$12.8K ﹤0.01%
280
622
$12.5K ﹤0.01%
941
623
$12.5K ﹤0.01%
200
624
$12.5K ﹤0.01%
4,000
625
$12.3K ﹤0.01%
559
+2
23 24
25
26 27