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
176
$323K 0.08%
2,529
+1
177
$323K 0.08%
4,637
-790
178
$321K 0.08%
928
+166
179
$307K 0.08%
9,577
+85
180
$302K 0.08%
10,576
-58
181
$302K 0.08%
3,031
-114
182
$301K 0.08%
1,980
+1,356
183
$299K 0.08%
9,998
+50
184
$299K 0.08%
2,300
185
$298K 0.07%
669
-3
186
$295K 0.07%
3,357
-315
187
$294K 0.07%
4,595
+27
188
$293K 0.07%
8,030
189
$286K 0.07%
3,078
190
$284K 0.07%
3,057
+5
191
$283K 0.07%
4,389
-162
192
$283K 0.07%
5,921
-1,923
193
$283K 0.07%
2,047
+397
194
$275K 0.07%
10,778
195
$271K 0.07%
1,885
+175
196
$270K 0.07%
1,947
-613
197
$265K 0.07%
3,822
-65
198
$262K 0.07%
2,245
199
$260K 0.07%
1,987
200
$257K 0.06%
1,040
+1
6 7
8
9 10