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
626
$12.3K ﹤0.01%
96
627
$12.2K ﹤0.01%
337
628
$12.1K ﹤0.01%
264
629
$12K ﹤0.01%
2,751
+51
630
$12K ﹤0.01%
186
+6
631
$12K ﹤0.01%
1,031
-77
632
$11.9K ﹤0.01%
464
+74
633
$11.9K ﹤0.01%
44
634
$11.9K ﹤0.01%
140
635
$11.9K ﹤0.01%
100
636
$11.8K ﹤0.01%
218
+32
637
$11.7K ﹤0.01%
23
638
$11.5K ﹤0.01%
269
639
$11.5K ﹤0.01%
300
640
$11.4K ﹤0.01%
1,445
641
$11.2K ﹤0.01%
386
+4
642
$11.2K ﹤0.01%
+150
643
$11.2K ﹤0.01%
100
644
$11.1K ﹤0.01%
100
645
$11K ﹤0.01%
143
+1
646
$11K ﹤0.01%
100
647
$10.9K ﹤0.01%
200
648
$10.9K ﹤0.01%
125
649
$10.8K ﹤0.01%
1,312
-448
650
$10.7K ﹤0.01%
52
24 25
26
27 28