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
$151M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$324K
3
+$285K
4
T icon
AT&T
T
+$262K
5
HD icon
Home Depot
HD
+$253K

Top Sells

1
+$179K
2
+$138K
3
+$133K
4
SBUX icon
Starbucks
SBUX
+$131K
5
BLK icon
Blackrock
BLK
+$114K

Sector Composition

1 Technology 7.65%
2 Financials 7.21%
3 Healthcare 6.34%
4 Communication Services 4.43%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$53.7K 0.04%
880
+36
277
$53.4K 0.04%
1,300
+6
278
$53.3K 0.04%
606
279
$52.6K 0.03%
192
+6
280
$52.3K 0.03%
1,754
+585
281
$52.1K 0.03%
415
282
$50.6K 0.03%
370
283
$50.6K 0.03%
1,190
284
$50.5K 0.03%
2,450
285
$50.5K 0.03%
2,900
+900
286
$49.9K 0.03%
1,375
287
$49.5K 0.03%
1,210
-25
288
$47.9K 0.03%
2,650
-75
289
$47.5K 0.03%
1,710
290
$47.3K 0.03%
442
+1
291
$46.8K 0.03%
700
292
$46.3K 0.03%
2,000
293
$45.8K 0.03%
1,140
294
$45.7K 0.03%
1,037
295
$44.7K 0.03%
1,020
296
$44.4K 0.03%
520
+2
297
$44.2K 0.03%
342
-53
298
$44.1K 0.03%
350
299
$43.8K 0.03%
1,080
300
$43.6K 0.03%
338
+143
10 11
12
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