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
326
$26.6K 0.02%
+1,150
327
$26.5K 0.02%
370
328
$26.5K 0.02%
195
329
$26.4K 0.02%
700
330
$26.4K 0.02%
+1,051
331
$26.3K 0.02%
340
332
$26.3K 0.02%
500
333
$26.2K 0.02%
381
334
$26.1K 0.02%
300
335
$25.7K 0.02%
700
+25
336
$25.6K 0.02%
+275
337
$25.3K 0.02%
227
+53
338
$25.2K 0.02%
600
+80
339
$25.1K 0.02%
225
340
$25K 0.02%
750
341
$25K 0.02%
1,950
342
$24.8K 0.02%
1,500
343
$24.6K 0.02%
+600
344
$24.3K 0.02%
600
-200
345
$23.9K 0.02%
280
+130
346
$23.7K 0.02%
120
347
$23.7K 0.02%
725
348
$23.4K 0.02%
667
+410
349
$23.2K 0.02%
800
350
$23K 0.02%
830