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
426
$13.9K 0.01%
450
427
$13.8K 0.01%
161
-80
428
$13.8K 0.01%
500
429
$13.7K 0.01%
402
430
$13.6K 0.01%
200
431
$13.3K 0.01%
83
432
$13.2K 0.01%
310
433
$13.2K 0.01%
800
434
$13K 0.01%
550
435
$13K 0.01%
500
-210
436
$12.8K 0.01%
160
437
$12.7K 0.01%
65
438
$12.5K 0.01%
101
439
$12.5K 0.01%
1,000
440
$12.5K 0.01%
225
441
$12.4K 0.01%
372
+58
442
$12.3K 0.01%
50
443
$12.1K 0.01%
425
444
$12K 0.01%
700
445
$12K 0.01%
950
446
$11.9K 0.01%
70
447
$11.7K 0.01%
450
+100
448
$11.6K 0.01%
200
449
$11.6K 0.01%
300
450
$11.6K 0.01%
261