GEA

Glen Eagle Advisors Portfolio holdings

AUM $719M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$271K
3
+$234K
4
UNH icon
UnitedHealth
UNH
+$211K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Top Sells

1
+$822K
2
+$406K
3
+$325K
4
WFC icon
Wells Fargo
WFC
+$211K
5
MON
Monsanto Co
MON
+$207K

Sector Composition

1 Technology 8.14%
2 Financials 7.39%
3 Healthcare 6.95%
4 Industrials 4.55%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.4K 0.06%
5,302
+27
227
$71.5K 0.06%
350
228
$67.5K 0.05%
850
+50
229
$67.3K 0.05%
1,400
230
$66.4K 0.05%
1,325
231
$65.8K 0.05%
1,880
232
$65.7K 0.05%
1,340
233
$64.7K 0.05%
801
+201
234
$64.5K 0.05%
1,723
+1
235
$62.9K 0.05%
395
236
$62.7K 0.05%
1,104
-183
237
$62.6K 0.05%
1,410
-100
238
$61.6K 0.05%
456
-574
239
$61.5K 0.05%
1,160
240
$61.1K 0.05%
2,139
+2
241
$60.8K 0.05%
381
+216
242
$60.2K 0.05%
705
243
$58.5K 0.05%
528
244
$58.4K 0.05%
400
245
$56.5K 0.04%
825
246
$56K 0.04%
884
+425
247
$55.4K 0.04%
1,200
248
$54.6K 0.04%
1,365
249
$53.5K 0.04%
2,850
250
$53.5K 0.04%
3,100
+425
8 9
10
11 12