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
$140M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1 +$615K
2 +$432K
3 +$245K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$239K
5
AMZN icon
Amazon
AMZN
+$230K

Top Sells

1 +$381K
2 +$140K
3 +$93.3K
4
AFL icon
Aflac
AFL
+$84.7K
5
MMM icon
3M
MMM
+$69.6K

Sector Composition

1 Technology 8.37%
2 Financials 7.32%
3 Healthcare 7.12%
4 Industrials 4.78%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16K 0.01%
300
402
$16K 0.01%
432
+25
403
$15.8K 0.01%
100
404
$15.8K 0.01%
860
405
$15.7K 0.01%
+200
406
$15.7K 0.01%
232
407
$15.7K 0.01%
850
-500
408
$15.7K 0.01%
100
409
$15.7K 0.01%
90
+15
410
$15.7K 0.01%
639
+11
411
$15.6K 0.01%
100
412
$15.3K 0.01%
638
413
$15.3K 0.01%
300
414
$15.3K 0.01%
500
415
$15.2K 0.01%
282
416
$15K 0.01%
135
-40
417
$14.8K 0.01%
150
418
$14.7K 0.01%
113
+1
419
$14.6K 0.01%
+880
420
$14.5K 0.01%
+100
421
$14.4K 0.01%
200
422
$14.4K 0.01%
200
423
$14.3K 0.01%
201
424
$14K 0.01%
800
+700
425
$13.9K 0.01%
+160