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
951
$1.03K ﹤0.01%
+18
952
$1.03K ﹤0.01%
30
953
$1.02K ﹤0.01%
299
954
$1.02K ﹤0.01%
100
955
$1.02K ﹤0.01%
78
956
$1.01K ﹤0.01%
20
+10
957
$995 ﹤0.01%
46
958
$981 ﹤0.01%
9
959
$973 ﹤0.01%
25
960
$961 ﹤0.01%
+19
961
$949 ﹤0.01%
100
962
$943 ﹤0.01%
10
-15
963
$930 ﹤0.01%
500
964
$913 ﹤0.01%
550
965
$899 ﹤0.01%
+4
966
$885 ﹤0.01%
+18
967
$851 ﹤0.01%
28
-91
968
$828 ﹤0.01%
95
969
$813 ﹤0.01%
15
970
$792 ﹤0.01%
16
971
$771 ﹤0.01%
38
972
$759 ﹤0.01%
8
973
$757 ﹤0.01%
72
974
$753 ﹤0.01%
134
975
$747 ﹤0.01%
25
-49
37 38
39
40 41