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
$140M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1 +$615K
2 +$432K
3 +$245K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$239K
5
AMZN icon
Amazon
AMZN
+$230K

Top Sells

1 +$381K
2 +$140K
3 +$93.3K
4
AFL icon
Aflac
AFL
+$84.7K
5
MMM icon
3M
MMM
+$69.6K

Sector Composition

1 Technology 8.37%
2 Financials 7.32%
3 Healthcare 7.12%
4 Industrials 4.78%
5 Consumer Discretionary 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9.37K 0.01%
+300
477
$9.29K 0.01%
+120
478
$9.26K 0.01%
76
479
$9.22K 0.01%
75
480
$9.18K 0.01%
1,616
+350
481
$8.99K 0.01%
200
482
$8.93K 0.01%
212
483
$8.92K 0.01%
983
+833
484
$8.83K 0.01%
141
+75
485
$8.73K 0.01%
216
486
$8.72K 0.01%
184
487
$8.67K 0.01%
250
488
$8.62K 0.01%
112
+1
489
$8.47K 0.01%
125
490
$8.39K 0.01%
100
491
$8.29K 0.01%
126
+17
492
$8.18K 0.01%
217
493
$8.14K 0.01%
33
494
$8.12K 0.01%
117
495
$8.09K 0.01%
105
496
$8.01K 0.01%
63
497
$8K 0.01%
100
498
$7.94K 0.01%
159
499
$7.87K 0.01%
+60
500
$7.7K 0.01%
500
-350