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
401
$15K 0.01%
292
402
$14.9K 0.01%
120
+60
403
$14.7K 0.01%
232
404
$14.6K 0.01%
638
405
$14.5K 0.01%
400
+100
406
$14.4K 0.01%
628
+12
407
$14.2K 0.01%
75
408
$14.1K 0.01%
201
409
$14.1K 0.01%
200
410
$14.1K 0.01%
112
411
$14K 0.01%
100
412
$14K 0.01%
+60
413
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200
414
$14K 0.01%
200
415
$14K 0.01%
407
416
$13.9K 0.01%
500
417
$13.8K 0.01%
200
418
$13.8K 0.01%
450
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419
$13.7K 0.01%
83
420
$13.6K 0.01%
350
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421
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100
422
$13.3K 0.01%
1,104
+4
423
$13.3K 0.01%
65
424
$13.3K 0.01%
215
+80
425
$13.2K 0.01%
150