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
376
$8.81K 0.01%
+625
377
$8.77K 0.01%
+262
378
$8.75K 0.01%
+150
379
$8.62K 0.01%
+600
380
$8.51K 0.01%
+156
381
$8.45K 0.01%
+200
382
$8.38K 0.01%
+76
383
$8.19K 0.01%
+130
384
$8.18K 0.01%
+204
385
$8.14K 0.01%
+1,900
386
$8.14K 0.01%
+200
387
$8.11K 0.01%
+80
388
$8.08K 0.01%
+131
389
$8.07K 0.01%
+800
390
$8.03K 0.01%
+150
391
$7.93K 0.01%
+750
392
$7.82K 0.01%
+70
393
$7.67K 0.01%
+33
394
$7.58K 0.01%
+159
395
$7.56K 0.01%
+135
396
$7.37K 0.01%
+107
397
$7.37K 0.01%
+250
398
$7.24K 0.01%
+105
399
$7.2K 0.01%
+75
400
$7.19K 0.01%
+250
14 15
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