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
$223M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.47M
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$523K
5
MSFT icon
Microsoft
MSFT
+$500K

Top Sells

1
+$520K
2
+$281K
3
+$74K
4
AMZN icon
Amazon
AMZN
+$59.8K
5
SO icon
Southern Company
SO
+$54.2K

Sector Composition

1 Technology 12.72%
2 Healthcare 12.07%
3 Consumer Discretionary 5.51%
4 Financials 5.28%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21.5K 0.01%
+700
452
$21.5K 0.01%
90
453
$21.4K 0.01%
494
+4
454
$21.3K 0.01%
102
455
$20.8K 0.01%
192
456
$20.8K 0.01%
1,500
457
$20.8K 0.01%
1,335
-315
458
$20.7K 0.01%
300
459
$20.6K 0.01%
1,950
460
$20.5K 0.01%
625
461
$20.4K 0.01%
151
462
$20.2K 0.01%
300
-104
463
$19.9K 0.01%
200
464
$19.9K 0.01%
364
465
$19.8K 0.01%
601
466
$19.8K 0.01%
382
467
$19.7K 0.01%
415
+252
468
$19.4K 0.01%
314
+230
469
$19.4K 0.01%
480
470
$19.2K 0.01%
640
-225
471
$19K 0.01%
560
472
$18.9K 0.01%
100
-20
473
$18.8K 0.01%
749
-131
474
$18.8K 0.01%
1,200
+200
475
$18.6K 0.01%
300
17 18
19
20 21