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
251
$53.4K 0.04%
772
+43
252
$52.4K 0.04%
2,325
253
$51.9K 0.04%
727
+3
254
$50.8K 0.04%
900
255
$49.8K 0.04%
1,115
256
$49.6K 0.04%
775
257
$49.1K 0.04%
606
258
$48.4K 0.04%
+885
259
$47.6K 0.04%
907
260
$47.2K 0.04%
604
+1
261
$46.2K 0.04%
421
-1
262
$45.6K 0.04%
1,330
+1,045
263
$45.4K 0.04%
1,020
+100
264
$44.9K 0.04%
185
265
$44.7K 0.04%
711
-16
266
$44.2K 0.03%
1,051
-514
267
$44K 0.03%
400
268
$42.9K 0.03%
+1,875
269
$42.4K 0.03%
471
270
$42.2K 0.03%
1,100
-105
271
$42K 0.03%
1,040
272
$41.8K 0.03%
534
273
$41.7K 0.03%
3,000
274
$41.7K 0.03%
2,000
275
$41.6K 0.03%
1,224
-27
9 10
11
12 13