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
$128M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$271K
3 +$234K
4
UNH icon
UnitedHealth
UNH
+$211K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Top Sells

1 +$822K
2 +$406K
3 +$325K
4
WFC icon
Wells Fargo
WFC
+$211K
5
MON
Monsanto Co
MON
+$207K

Sector Composition

1 Technology 8.14%
2 Financials 7.39%
3 Healthcare 6.95%
4 Industrials 4.55%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17.9K 0.01%
+530
377
$17.8K 0.01%
405
-60
378
$17.7K 0.01%
305
379
$17.7K 0.01%
2,200
380
$17.2K 0.01%
162
381
$17.1K 0.01%
600
382
$17.1K 0.01%
300
383
$17.1K 0.01%
595
384
$17K 0.01%
200
385
$17K 0.01%
+710
386
$16.9K 0.01%
1,350
387
$16.6K 0.01%
375
+75
388
$16.6K 0.01%
500
389
$16.5K 0.01%
150
390
$16K 0.01%
305
+30
391
$16K 0.01%
310
-400
392
$15.9K 0.01%
250
393
$15.5K 0.01%
150
394
$15.5K 0.01%
45
395
$15.3K 0.01%
300
396
$15.3K 0.01%
+860
397
$15.2K 0.01%
282
+1
398
$15.1K 0.01%
105
399
$15.1K 0.01%
223
400
$15.1K 0.01%
88