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
426
$13.1K 0.01%
100
427
$13K 0.01%
101
428
$12.9K 0.01%
1,000
429
$12.8K 0.01%
402
+317
430
$12.8K 0.01%
850
-250
431
$12.8K 0.01%
380
432
$12.1K 0.01%
800
433
$12K 0.01%
160
-220
434
$12K 0.01%
550
435
$11.8K 0.01%
225
+25
436
$11.7K 0.01%
225
437
$11.7K 0.01%
800
+400
438
$11.6K 0.01%
300
439
$11.5K 0.01%
700
-200
440
$11.5K 0.01%
70
+19
441
$11.4K 0.01%
95
442
$11.4K 0.01%
611
+100
443
$11.3K 0.01%
500
444
$11.3K 0.01%
261
445
$11.2K 0.01%
425
+125
446
$11.2K 0.01%
106
+1
447
$11.2K 0.01%
312
448
$11.1K 0.01%
189
+1
449
$11K 0.01%
174
450
$10.8K 0.01%
130