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
426
$17.6K 0.01%
260
427
$17.4K 0.01%
403
428
$17K 0.01%
691
+13
429
$17K 0.01%
165
-10
430
$16.9K 0.01%
+151
431
$16.5K 0.01%
300
432
$16.4K 0.01%
232
433
$16.3K 0.01%
600
-200
434
$16.3K 0.01%
250
435
$16.3K 0.01%
465
436
$16.3K 0.01%
150
437
$16K 0.01%
450
438
$16K 0.01%
580
+150
439
$15.9K 0.01%
457
-15
440
$15.8K 0.01%
1,315
441
$15.8K 0.01%
300
-301
442
$15.8K 0.01%
1,048
443
$15.6K 0.01%
2,442
444
$15.4K 0.01%
308
445
$15.4K 0.01%
+785
446
$15.3K 0.01%
416
-53
447
$15.1K 0.01%
500
448
$15K 0.01%
260
+60
449
$15K 0.01%
60
450
$15K 0.01%
150
16 17
18
19 20