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
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$5.21M
3 +$3.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.08M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.83M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.77%
2 Financials 7.43%
3 Technology 6.57%
4 Communication Services 5%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$10.4K 0.01%
+297
352
$10.4K 0.01%
+264
353
$10.4K 0.01%
+225
354
$10.3K 0.01%
+300
355
$10.3K 0.01%
+200
356
$10.3K 0.01%
+340
357
$10.2K 0.01%
+906
358
$10.2K 0.01%
+250
359
$10.2K 0.01%
+200
360
$10.1K 0.01%
+200
361
$10.1K 0.01%
+100
362
$9.98K 0.01%
+106
363
$9.73K 0.01%
+78
364
$9.68K 0.01%
+500
365
$9.66K 0.01%
+342
366
$9.6K 0.01%
+245
367
$9.55K 0.01%
+312
368
$9.48K 0.01%
+429
369
$9.45K 0.01%
+259
370
$9.37K 0.01%
+350
371
$9.18K 0.01%
+550
372
$9.13K 0.01%
+100
373
$9.1K 0.01%
+240
374
$9.01K 0.01%
+327
375
$8.97K 0.01%
+174