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
351
$22.9K 0.02%
365
+2
352
$22.6K 0.02%
4,400
353
$22.4K 0.02%
425
354
$22.3K 0.02%
720
+270
355
$22.2K 0.02%
577
356
$22.1K 0.02%
490
357
$21.9K 0.02%
1,500
358
$21.8K 0.02%
962
+28
359
$21.4K 0.02%
1,197
360
$21.2K 0.02%
78
361
$21.1K 0.02%
200
-200
362
$21K 0.02%
297
363
$20.4K 0.02%
750
364
$20.4K 0.02%
405
+215
365
$20.3K 0.02%
357
366
$20.2K 0.02%
403
367
$19.9K 0.02%
621
+15
368
$19.8K 0.02%
341
369
$19.7K 0.02%
+900
370
$19.1K 0.02%
485
+135
371
$18.9K 0.01%
241
-2
372
$18.9K 0.01%
175
373
$18.4K 0.01%
800
374
$18.3K 0.01%
1,035
375
$17.9K 0.01%
250