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
326
$28.8K 0.02%
256
+29
327
$28.5K 0.02%
1,051
328
$28.4K 0.02%
1,600
329
$27.7K 0.02%
264
330
$27.5K 0.02%
500
331
$27.3K 0.02%
527
332
$27.2K 0.02%
370
333
$27.2K 0.02%
195
334
$27.1K 0.02%
300
335
$26.5K 0.02%
694
+27
336
$26.5K 0.02%
577
337
$25.9K 0.02%
343
+93
338
$25.6K 0.02%
280
339
$25.5K 0.02%
989
+27
340
$25.3K 0.02%
1,166
341
$25.2K 0.02%
1,500
342
$25.2K 0.02%
600
343
$25.1K 0.02%
1,500
344
$24.9K 0.02%
225
345
$24.8K 0.02%
600
346
$24.8K 0.02%
297
347
$24.5K 0.02%
1,400
348
$24.5K 0.02%
668
+68
349
$24.4K 0.02%
694
-40
350
$23.9K 0.02%
1,129
+518