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
$151M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$324K
3 +$285K
4
T icon
AT&T
T
+$262K
5
HD icon
Home Depot
HD
+$253K

Top Sells

1 +$179K
2 +$138K
3 +$133K
4
SBUX icon
Starbucks
SBUX
+$131K
5
BLK icon
Blackrock
BLK
+$114K

Sector Composition

1 Technology 7.65%
2 Financials 7.21%
3 Healthcare 6.34%
4 Communication Services 4.43%
5 Industrials 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$22.1K 0.01%
200
402
$21.6K 0.01%
1,500
403
$21K 0.01%
77
+27
404
$20.7K 0.01%
800
405
$20.6K 0.01%
762
406
$20.5K 0.01%
+710
407
$20.1K 0.01%
225
408
$20K 0.01%
+110
409
$20K 0.01%
83
410
$19.8K 0.01%
100
411
$19.7K 0.01%
704
+100
412
$19.6K 0.01%
139
+25
413
$19.5K 0.01%
300
414
$19.3K 0.01%
340
415
$19.1K 0.01%
4,400
416
$19.1K 0.01%
117
417
$19.1K 0.01%
325
418
$19K 0.01%
460
419
$19K 0.01%
567
+1
420
$19K 0.01%
953
421
$18.6K 0.01%
162
422
$18.3K 0.01%
485
423
$18.3K 0.01%
+180
424
$17.8K 0.01%
280
425
$17.6K 0.01%
600