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
351
$23.9K 0.02%
1,150
352
$23.8K 0.02%
830
353
$23.8K 0.02%
357
354
$23.6K 0.02%
366
+1
355
$23.6K 0.02%
750
356
$23.2K 0.02%
1,500
357
$22.9K 0.02%
500
358
$22.7K 0.02%
200
359
$22.7K 0.02%
800
360
$22.7K 0.02%
381
361
$22.4K 0.02%
+315
362
$22.2K 0.02%
1,200
363
$22.2K 0.02%
425
364
$22.1K 0.02%
325
+125
365
$21.6K 0.02%
+718
366
$21.5K 0.02%
650
+250
367
$21.4K 0.02%
120
368
$21.2K 0.02%
900
369
$21.1K 0.02%
700
370
$21K 0.02%
485
-566
371
$20.9K 0.02%
1,197
372
$20.8K 0.01%
650
-50
373
$20.7K 0.01%
4,400
374
$20.6K 0.01%
750
375
$20.4K 0.01%
403