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
651
$8K ﹤0.01%
179
652
$7.97K ﹤0.01%
140
-132
653
$7.97K ﹤0.01%
301
654
$7.94K ﹤0.01%
200
655
$7.93K ﹤0.01%
83
-11
656
$7.87K ﹤0.01%
390
657
$7.82K ﹤0.01%
182
-99
658
$7.78K ﹤0.01%
228
-91
659
$7.78K ﹤0.01%
159
-1,274
660
$7.78K ﹤0.01%
+695
661
$7.77K ﹤0.01%
100
662
$7.73K ﹤0.01%
50
663
$7.69K ﹤0.01%
106
+11
664
$7.68K ﹤0.01%
+65
665
$7.48K ﹤0.01%
384
+328
666
$7.46K ﹤0.01%
2,485
667
$7.42K ﹤0.01%
122
+1
668
$7.41K ﹤0.01%
+62
669
$7.38K ﹤0.01%
225
670
$7.33K ﹤0.01%
111
-144
671
$7.31K ﹤0.01%
+62
672
$7.25K ﹤0.01%
23
+2
673
$7.19K ﹤0.01%
100
674
$7.01K ﹤0.01%
127
+71
675
$6.95K ﹤0.01%
100
-44
25 26
27
28 29