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
326
$14.5K 0.01%
290
+40
327
$14.4K 0.01%
1,000
328
$14.2K 0.01%
370
329
$14.2K 0.01%
500
330
$13.9K 0.01%
115
+90
331
$13.8K 0.01%
800
332
$13.8K 0.01%
1,000
333
$13.8K 0.01%
201
334
$13.8K 0.01%
500
335
$13.7K 0.01%
272
336
$13.7K 0.01%
600
337
$13.3K 0.01%
377
338
$13.3K 0.01%
700
339
$13.1K 0.01%
78
340
$12.9K 0.01%
1,900
341
$12.9K 0.01%
550
342
$12.9K 0.01%
235
-20
343
$12.5K 0.01%
605
344
$12.4K 0.01%
204
345
$12.2K 0.01%
342
346
$12.1K 0.01%
105
347
$12K 0.01%
200
-35
348
$11.8K 0.01%
431
349
$11.7K 0.01%
314
350
$11.4K 0.01%
200