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
201
$253K 0.06%
1,202
-11
202
$248K 0.06%
2,681
-3
203
$244K 0.06%
9,594
+8
204
$242K 0.06%
4,144
-27
205
$238K 0.06%
1,258
-31
206
$236K 0.06%
6,730
207
$234K 0.06%
1,780
208
$234K 0.06%
14,931
+111
209
$231K 0.06%
4,736
+4,455
210
$228K 0.06%
11,853
-171
211
$226K 0.06%
11,571
212
$222K 0.06%
4,520
+140
213
$220K 0.06%
5,257
+1,848
214
$219K 0.06%
1,725
-126
215
$219K 0.06%
766
-3
216
$214K 0.05%
896
217
$211K 0.05%
1,139
-55
218
$210K 0.05%
2,289
-10
219
$208K 0.05%
2,501
-447
220
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1,242
+27
221
$204K 0.05%
1,777
222
$202K 0.05%
1,211
+44
223
$202K 0.05%
3,677
-386
224
$201K 0.05%
5,756
-1,000
225
$191K 0.05%
585
-73
7 8
9
10 11