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
251
$57.7K 0.04%
775
252
$56.6K 0.04%
884
253
$55.2K 0.04%
2,850
254
$52.6K 0.04%
885
255
$52.2K 0.04%
730
+3
256
$50.8K 0.04%
160
-200
257
$49.6K 0.04%
1,115
258
$48.9K 0.03%
185
259
$48.8K 0.03%
606
260
$48.5K 0.03%
534
261
$48.2K 0.03%
2,650
262
$47.9K 0.03%
1,425
+355
263
$47.5K 0.03%
279
+108
264
$46.8K 0.03%
1,020
265
$46.5K 0.03%
+500
266
$46.4K 0.03%
5,020
+1,631
267
$46.4K 0.03%
1,200
268
$46.2K 0.03%
925
269
$45.5K 0.03%
350
270
$44.8K 0.03%
1,224
271
$44.4K 0.03%
765
-12
272
$44.4K 0.03%
1,009
+53
273
$44.1K 0.03%
817
+525
274
$43.9K 0.03%
750
+60
275
$43.9K 0.03%
430
+155
9 10
11
12 13