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
701
$5.54K ﹤0.01%
+400
702
$5.52K ﹤0.01%
18
+13
703
$5.51K ﹤0.01%
500
704
$5.44K ﹤0.01%
28
-17
705
$5.39K ﹤0.01%
+132
706
$5.37K ﹤0.01%
200
707
$5.27K ﹤0.01%
270
708
$5.25K ﹤0.01%
100
709
$5.17K ﹤0.01%
50
710
$5.15K ﹤0.01%
+33
711
$5.08K ﹤0.01%
278
712
$5.08K ﹤0.01%
216
-14
713
$5.07K ﹤0.01%
61
714
$5.06K ﹤0.01%
40
715
$5.04K ﹤0.01%
+170
716
$4.97K ﹤0.01%
24
717
$4.97K ﹤0.01%
100
718
$4.96K ﹤0.01%
34
719
$4.94K ﹤0.01%
+146
720
$4.91K ﹤0.01%
198
-158
721
$4.91K ﹤0.01%
+80
722
$4.81K ﹤0.01%
21
723
$4.76K ﹤0.01%
253
724
$4.73K ﹤0.01%
168
-1
725
$4.72K ﹤0.01%
260
27 28
29
30 31