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
751
$3.92K ﹤0.01%
84
752
$3.91K ﹤0.01%
+53
753
$3.9K ﹤0.01%
85
754
$3.89K ﹤0.01%
70
755
$3.85K ﹤0.01%
+103
756
$3.84K ﹤0.01%
66
757
$3.82K ﹤0.01%
179
-89
758
$3.7K ﹤0.01%
15
+7
759
$3.69K ﹤0.01%
107
760
$3.67K ﹤0.01%
200
761
$3.66K ﹤0.01%
100
762
$3.63K ﹤0.01%
12
763
$3.58K ﹤0.01%
170
+130
764
$3.57K ﹤0.01%
80
765
$3.54K ﹤0.01%
113
+83
766
$3.54K ﹤0.01%
330
767
$3.46K ﹤0.01%
1,050
768
$3.45K ﹤0.01%
40
769
$3.44K ﹤0.01%
112
770
$3.43K ﹤0.01%
72
771
$3.42K ﹤0.01%
405
772
$3.42K ﹤0.01%
24
+2
773
$3.41K ﹤0.01%
231
774
$3.4K ﹤0.01%
+34
775
$3.4K ﹤0.01%
110
29 30
31
32 33