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
$223M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.47M
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$523K
5
MSFT icon
Microsoft
MSFT
+$500K

Top Sells

1
+$520K
2
+$281K
3
+$74K
4
AMZN icon
Amazon
AMZN
+$59.8K
5
SO icon
Southern Company
SO
+$54.2K

Sector Composition

1 Technology 12.72%
2 Healthcare 12.07%
3 Consumer Discretionary 5.51%
4 Financials 5.28%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$74.2K 0.03%
1,340
252
$73.3K 0.03%
1,026
253
$73.2K 0.03%
620
+150
254
$73K 0.03%
3,000
255
$72.8K 0.03%
150
+55
256
$72.7K 0.03%
700
+515
257
$72.5K 0.03%
258
-2
258
$71.9K 0.03%
2,019
-8
259
$71.6K 0.03%
323
260
$71.3K 0.03%
2,660
+40
261
$70.6K 0.03%
330
-10
262
$70K 0.03%
500
+293
263
$69.9K 0.03%
1,028
-248
264
$68.9K 0.03%
953
+1
265
$68.5K 0.03%
1,400
266
$68.4K 0.03%
511
267
$68K 0.03%
2,400
268
$66.5K 0.03%
2,350
-190
269
$66.2K 0.03%
1,202
+96
270
$65.9K 0.03%
2,122
-559
271
$65.7K 0.03%
1,160
272
$65.5K 0.03%
700
-41
273
$64.7K 0.03%
1,892
+77
274
$63.9K 0.03%
270
275
$63.8K 0.03%
1,250
9 10
11
12 13