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
51
$1.78M 0.45%
4,621
+1,009
52
$1.66M 0.42%
9,315
+92
53
$1.6M 0.4%
13,677
-111
54
$1.58M 0.4%
3,823
+120
55
$1.55M 0.39%
14,544
+6,663
56
$1.54M 0.39%
48,892
-660
57
$1.49M 0.38%
10,133
-51
58
$1.49M 0.37%
7,310
+566
59
$1.48M 0.37%
4,309
+865
60
$1.43M 0.36%
8,774
+3,361
61
$1.42M 0.36%
17,334
-2,202
62
$1.42M 0.36%
12,903
+135
63
$1.33M 0.33%
+28,231
64
$1.32M 0.33%
18,839
-344
65
$1.29M 0.32%
32,626
-150
66
$1.28M 0.32%
26,952
-5,805
67
$1.27M 0.32%
32,760
-620
68
$1.26M 0.32%
5,506
-60
69
$1.25M 0.31%
6,863
+293
70
$1.21M 0.3%
22,656
-179
71
$1.21M 0.3%
15,848
-243
72
$1.16M 0.29%
9,332
-227
73
$1.15M 0.29%
5,556
-185
74
$1.14M 0.29%
11,293
-448
75
$1.14M 0.29%
24,060
+4,272
1 2
3
4 5