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
$151M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$324K
3 +$285K
4
T icon
AT&T
T
+$262K
5
HD icon
Home Depot
HD
+$253K

Top Sells

1 +$179K
2 +$138K
3 +$133K
4
SBUX icon
Starbucks
SBUX
+$131K
5
BLK icon
Blackrock
BLK
+$114K

Sector Composition

1 Technology 7.65%
2 Financials 7.21%
3 Healthcare 6.34%
4 Communication Services 4.43%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$35.7K 0.02%
1,937
+13
327
$35.7K 0.02%
587
+2
328
$35.6K 0.02%
200
329
$35.5K 0.02%
1,126
+3
330
$35.4K 0.02%
659
331
$35.4K 0.02%
347
332
$35.2K 0.02%
1,230
+100
333
$34.9K 0.02%
705
334
$34.6K 0.02%
+1,460
335
$34.4K 0.02%
725
+125
336
$34.4K 0.02%
500
337
$34.2K 0.02%
3,575
338
$33.8K 0.02%
238
339
$33.7K 0.02%
372
+1
340
$33.7K 0.02%
+311
341
$33.7K 0.02%
650
+300
342
$33.6K 0.02%
850
343
$33.6K 0.02%
330
344
$33.5K 0.02%
325
345
$32.5K 0.02%
3,000
346
$32.1K 0.02%
1,200
347
$31.7K 0.02%
875
+150
348
$31.6K 0.02%
255
349
$31.5K 0.02%
694
350
$31K 0.02%
1,240