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
$116M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1 +$299K
2 +$269K
3 +$192K
4
T icon
AT&T
T
+$139K
5
NUE icon
Nucor
NUE
+$135K

Sector Composition

1 Healthcare 8.01%
2 Financials 7.27%
3 Technology 6.85%
4 Communication Services 5.51%
5 Industrials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.4K 0.01%
45
302
$17.4K 0.01%
217
303
$17.2K 0.01%
400
+340
304
$17.2K 0.01%
2,200
305
$17.2K 0.01%
+416
306
$17.1K 0.01%
262
307
$16.8K 0.01%
200
308
$16.6K 0.01%
250
309
$16.6K 0.01%
152
310
$16.5K 0.01%
700
311
$16.5K 0.01%
525
+150
312
$16.3K 0.01%
+300
313
$16.1K 0.01%
132
314
$16K 0.01%
290
-100
315
$15.6K 0.01%
300
316
$15.6K 0.01%
450
317
$15.6K 0.01%
160
318
$15.5K 0.01%
100
319
$15.1K 0.01%
140
+20
320
$15.1K 0.01%
300
321
$14.9K 0.01%
150
322
$14.8K 0.01%
750
-200
323
$14.8K 0.01%
181
+175
324
$14.7K 0.01%
150
-12
325
$14.5K 0.01%
390