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
$119M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1 +$373K
2 +$220K
3 +$210K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K
5
PYPL icon
PayPal
PYPL
+$199K

Top Sells

1 +$1.07M
2 +$569K
3 +$354K
4
NVDA icon
NVIDIA
NVDA
+$336K
5
J icon
Jacobs Solutions
J
+$330K

Sector Composition

1 Healthcare 7.54%
2 Financials 7.34%
3 Technology 7.02%
4 Industrials 4.31%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$22.6K 0.02%
2,200
352
$22.5K 0.02%
1,166
353
$22.4K 0.02%
928
+210
354
$22.2K 0.02%
195
355
$22.2K 0.02%
425
356
$22.1K 0.02%
+232
357
$22K 0.02%
668
358
$22K 0.02%
357
359
$21.9K 0.02%
725
360
$21.6K 0.02%
750
361
$21K 0.02%
370
362
$20.7K 0.02%
800
363
$20.3K 0.02%
381
364
$20.1K 0.02%
185
+50
365
$19.8K 0.02%
1,500
366
$19.7K 0.02%
+726
367
$19.5K 0.02%
+658
368
$19.5K 0.02%
297
369
$19.1K 0.02%
248
370
$18.9K 0.02%
325
371
$18.8K 0.02%
350
372
$18.7K 0.02%
750
373
$18.6K 0.02%
1,229
+100
374
$18.6K 0.02%
1,500
375
$18.4K 0.02%
800