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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$5.21M
3 +$3.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.08M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.77%
2 Financials 7.43%
3 Technology 6.57%
4 Communication Services 5%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$21.2K 0.02%
+357
277
$21.1K 0.02%
+94
278
$21K 0.02%
+750
279
$20K 0.02%
+1,700
280
$19.4K 0.02%
+250
281
$19.2K 0.02%
+1,204
282
$18.3K 0.02%
+950
283
$18.2K 0.02%
+400
284
$18.1K 0.02%
+694
285
$17.9K 0.02%
+110
286
$17.9K 0.02%
+750
287
$17.8K 0.02%
+182
288
$16.8K 0.02%
+152
289
$16.6K 0.02%
+700
290
$16.6K 0.02%
+169
291
$16.5K 0.01%
+439
292
$16.5K 0.01%
+45
293
$16.4K 0.01%
+200
294
$16.4K 0.01%
+217
295
$16.4K 0.01%
+150
296
$16.4K 0.01%
+500
297
$16.1K 0.01%
+200
298
$16K 0.01%
+262
299
$15.7K 0.01%
+450
300
$15.6K 0.01%
+181