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
451
$10.7K 0.01%
298
+38
452
$10.6K 0.01%
200
453
$10.6K 0.01%
200
454
$10.5K 0.01%
63
455
$10.5K 0.01%
314
456
$10.4K 0.01%
880
-800
457
$10.2K 0.01%
150
458
$10.1K 0.01%
314
+242
459
$10.1K 0.01%
156
460
$9.95K 0.01%
50
461
$9.95K 0.01%
136
+1
462
$9.89K 0.01%
66
463
$9.76K 0.01%
200
464
$9.66K 0.01%
1,266
+16
465
$9.19K 0.01%
700
466
$9.17K 0.01%
200
467
$9.14K 0.01%
250
468
$9.14K 0.01%
200
469
$9.11K 0.01%
480
470
$9.11K 0.01%
212
471
$8.8K 0.01%
111
472
$8.79K 0.01%
200
-200
473
$8.74K 0.01%
1,650
474
$8.71K 0.01%
217
475
$8.68K 0.01%
75