GEA

Glen Eagle Advisors Portfolio holdings

AUM $650M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Sells

1 +$7.07M
2 +$2.69M
3 +$1.95M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.89M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.5M

Sector Composition

1 Technology 7.88%
2 Healthcare 7.85%
3 Financials 7.01%
4 Communication Services 5.48%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15.1K 0.01%
799
+99
377
$14.8K 0.01%
1,000
378
$14.7K 0.01%
300
-35
379
$14.6K 0.01%
500
380
$14.6K 0.01%
600
381
$14.5K 0.01%
450
382
$14.3K 0.01%
150
-150
383
$14.3K 0.01%
300
384
$14K 0.01%
431
385
$14K 0.01%
+200
386
$14K 0.01%
181
387
$13.9K 0.01%
131
388
$13.9K 0.01%
750
389
$13.9K 0.01%
105
390
$13.7K 0.01%
+400
391
$13.6K 0.01%
550
392
$13.5K 0.01%
317
393
$13.5K 0.01%
174
394
$13.1K 0.01%
+96
395
$13.1K 0.01%
593
-569
396
$13K 0.01%
250
397
$12.9K 0.01%
297
398
$12.9K 0.01%
415
+365
399
$12.7K 0.01%
280
400
$12.7K 0.01%
+350