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
126
$521K 0.13%
6,749
+2
127
$521K 0.13%
2,452
+959
128
$509K 0.13%
10,170
129
$508K 0.13%
2,280
+34
130
$504K 0.13%
7,053
+2
131
$497K 0.12%
15,226
-162
132
$489K 0.12%
2,022
+7
133
$473K 0.12%
13,353
-100
134
$471K 0.12%
11,655
+399
135
$467K 0.12%
8,108
+2,246
136
$463K 0.12%
2,422
+13
137
$452K 0.11%
4,518
+19
138
$441K 0.11%
5,313
-16
139
$440K 0.11%
5,010
-121
140
$436K 0.11%
8,073
141
$436K 0.11%
26,166
-761
142
$435K 0.11%
2,817
-74
143
$432K 0.11%
13,851
-500
144
$431K 0.11%
928
+20
145
$428K 0.11%
6,374
-167
146
$425K 0.11%
11,242
+9,158
147
$424K 0.11%
5,669
-1,513
148
$421K 0.11%
39,351
-2,138
149
$417K 0.1%
5,491
-126
150
$415K 0.1%
1,698
+426
4 5
6
7 8