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
276
$41.2K 0.03%
1,150
277
$41.1K 0.03%
956
-13
278
$40.9K 0.03%
729
+150
279
$40.5K 0.03%
2,650
280
$40.3K 0.03%
775
281
$39.8K 0.03%
345
282
$39.5K 0.03%
760
+540
283
$38.8K 0.03%
925
284
$38.1K 0.03%
345
-155
285
$37.7K 0.03%
777
-3
286
$37.5K 0.03%
3,389
+525
287
$36.9K 0.03%
900
288
$36.6K 0.03%
165
+65
289
$36.5K 0.03%
690
+604
290
$36.4K 0.03%
735
291
$36K 0.03%
1,075
292
$35.8K 0.03%
1,070
-430
293
$35.7K 0.03%
160
-55
294
$35.7K 0.03%
255
295
$35.1K 0.03%
579
+450
296
$34.6K 0.03%
970
+450
297
$34.2K 0.03%
+350
298
$33K 0.03%
769
+478
299
$32.9K 0.03%
1,205
-355
300
$32.8K 0.03%
303