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
$140M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$615K
2
+$432K
3
+$245K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$239K
5
AMZN icon
Amazon
AMZN
+$230K

Top Sells

1
+$381K
2
+$140K
3
+$93.3K
4
AFL icon
Aflac
AFL
+$84.7K
5
MMM icon
3M
MMM
+$69.6K

Sector Composition

1 Technology 8.37%
2 Financials 7.32%
3 Healthcare 7.12%
4 Industrials 4.78%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75.7K 0.05%
1,460
-100
227
$75.3K 0.05%
350
228
$75.2K 0.05%
2,416
229
$74.4K 0.05%
660
-73
230
$72.9K 0.05%
381
231
$69.3K 0.05%
800
232
$68.6K 0.05%
456
233
$67.3K 0.05%
1,340
234
$67K 0.05%
859
+255
235
$66.6K 0.05%
1,104
236
$64.9K 0.05%
605
-100
237
$64.9K 0.05%
1,880
238
$64K 0.05%
1,400
239
$63.9K 0.05%
1,160
240
$63.9K 0.05%
1,175
-250
241
$63.5K 0.05%
400
242
$63.1K 0.05%
1,724
+1
243
$62.7K 0.04%
2,141
+2
244
$62.5K 0.04%
889
-400
245
$61.3K 0.04%
1,088
+353
246
$61K 0.04%
1,365
247
$59.1K 0.04%
772
248
$58.1K 0.04%
1,250
-75
249
$58K 0.04%
510
-18
250
$57.7K 0.04%
825
8 9
10
11 12