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
101
$745K 0.19%
13,942
-196
102
$739K 0.19%
3,697
-23
103
$729K 0.18%
9,038
-2,509
104
$728K 0.18%
15,219
-2,868
105
$725K 0.18%
10,562
+1,465
106
$723K 0.18%
3,725
-425
107
$694K 0.17%
13,284
-281
108
$689K 0.17%
7,138
+31
109
$685K 0.17%
32,488
-2,465
110
$673K 0.17%
1,167
+5
111
$672K 0.17%
3,599
112
$659K 0.17%
8,167
-122
113
$641K 0.16%
3,806
+1,264
114
$639K 0.16%
5,150
-231
115
$636K 0.16%
11,480
-1,984
116
$635K 0.16%
8,326
-6,782
117
$620K 0.16%
47,344
118
$601K 0.15%
17,879
-4,700
119
$596K 0.15%
3,035
+1
120
$581K 0.15%
5,586
-159
121
$576K 0.14%
4,451
-63
122
$549K 0.14%
2,589
-32
123
$531K 0.13%
25,769
-2,143
124
$530K 0.13%
6,655
+34
125
$525K 0.13%
1,396
-172
3 4
5
6 7