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
451
$14.9K 0.01%
485
+335
452
$14.9K 0.01%
200
453
$14.9K 0.01%
200
454
$14.8K 0.01%
100
-7
455
$14.7K 0.01%
284
+1
456
$14.6K 0.01%
270
+82
457
$14.5K 0.01%
186
458
$14.5K 0.01%
500
459
$14.4K 0.01%
175
460
$13.9K 0.01%
+262
461
$13.7K 0.01%
150
462
$13.7K 0.01%
489
463
$13.6K 0.01%
500
464
$13.5K 0.01%
1,000
465
$13.5K 0.01%
1,000
466
$13.5K 0.01%
223
+3
467
$13.4K 0.01%
192
468
$13.3K 0.01%
517
-411
469
$13.3K 0.01%
638
470
$13.1K 0.01%
800
471
$13K 0.01%
700
472
$13K 0.01%
160
473
$13K 0.01%
200
474
$12.7K 0.01%
102
475
$12.5K 0.01%
45