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
$140M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$615K
2
+$432K
3
+$245K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$239K
5
AMZN icon
Amazon
AMZN
+$230K

Top Sells

1
+$381K
2
+$140K
3
+$93.3K
4
AFL icon
Aflac
AFL
+$84.7K
5
MMM icon
3M
MMM
+$69.6K

Sector Composition

1 Technology 8.37%
2 Financials 7.32%
3 Healthcare 7.12%
4 Industrials 4.78%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$38.3K 0.03%
1,170
+450
302
$38.2K 0.03%
210
+50
303
$37.6K 0.03%
1,075
304
$37.3K 0.03%
2,000
305
$36K 0.03%
950
-150
306
$34.8K 0.02%
658
307
$33.9K 0.02%
375
308
$33.6K 0.02%
850
309
$33.3K 0.02%
769
310
$33.2K 0.02%
1,205
311
$32.7K 0.02%
325
312
$32.5K 0.02%
500
313
$31.9K 0.02%
600
314
$31.6K 0.02%
395
+1
315
$31.5K 0.02%
762
316
$31.3K 0.02%
970
317
$31.3K 0.02%
635
318
$31.1K 0.02%
290
319
$30.9K 0.02%
325
-15
320
$30.6K 0.02%
475
321
$30.3K 0.02%
1,500
322
$30K 0.02%
235
+115
323
$29.6K 0.02%
1,000
324
$29.2K 0.02%
2,500
325
$28.9K 0.02%
1,950
11 12
13
14 15