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
476
$8.63K 0.01%
500
+200
477
$8.62K 0.01%
64
+14
478
$8.59K 0.01%
+200
479
$8.45K 0.01%
184
480
$8.43K 0.01%
+404
481
$8.32K 0.01%
150
482
$8.3K 0.01%
85
483
$8.23K 0.01%
76
484
$8.21K 0.01%
125
485
$8.14K 0.01%
250
486
$8.13K 0.01%
159
487
$8.11K 0.01%
216
488
$8.09K 0.01%
100
489
$8.05K 0.01%
1,603
490
$8.01K 0.01%
950
491
$7.99K 0.01%
226
+179
492
$7.89K 0.01%
117
+17
493
$7.89K 0.01%
33
494
$7.82K 0.01%
100
495
$7.74K 0.01%
210
496
$7.73K 0.01%
105
+1
497
$7.67K 0.01%
150
+21
498
$7.51K 0.01%
100
499
$7.44K 0.01%
637
500
$7.29K 0.01%
200