GEA

Glen Eagle Advisors Portfolio holdings

AUM $735M
1-Year Est. Return 18.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$650M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$2.94M
3 +$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.21M

Top Sells

1 +$6.09M
2 +$2.04M
3 +$1.29M
4
VUG icon
Vanguard Growth ETF
VUG
+$922K
5
CAT icon
Caterpillar
CAT
+$879K

Sector Composition

1 Technology 13.93%
2 Healthcare 5.72%
3 Financials 5.24%
4 Consumer Discretionary 4.3%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$78.2K 0.01%
2,954
-1,241
352
$77.4K 0.01%
2,300
353
$77.4K 0.01%
600
354
$76.8K 0.01%
678
355
$76.1K 0.01%
10,485
+1,069
356
$75.5K 0.01%
1,000
357
$75.4K 0.01%
558
-89
358
$75.2K 0.01%
282
359
$74.8K 0.01%
956
-1,138
360
$74.1K 0.01%
6,566
361
$73.3K 0.01%
1,225
362
$73.2K 0.01%
1,873
-17
363
$72.1K 0.01%
2,721
+271
364
$72K 0.01%
220
365
$71.9K 0.01%
400
366
$71.1K 0.01%
247
367
$70K 0.01%
961
+2
368
$69.8K 0.01%
328
369
$69.5K 0.01%
3,490
370
$69.3K 0.01%
696
371
$69.3K 0.01%
565
372
$69.2K 0.01%
2,725
373
$69.1K 0.01%
2,725
374
$67.3K 0.01%
447
375
$66.5K 0.01%
3,405