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
476
$12.3K 0.01%
160
477
$12.2K 0.01%
300
-27
478
$12.2K 0.01%
41
-69
479
$12.1K 0.01%
+306
480
$12K 0.01%
57
481
$12K 0.01%
+400
482
$11.9K 0.01%
312
483
$11.9K 0.01%
261
484
$11.9K 0.01%
314
485
$11.9K 0.01%
950
+75
486
$11.8K 0.01%
78
487
$11.8K 0.01%
203
+1
488
$11.8K 0.01%
36
+3
489
$11.7K 0.01%
380
+30
490
$11.7K 0.01%
150
491
$11.4K 0.01%
1,150
492
$11.3K 0.01%
225
493
$11.2K 0.01%
225
494
$11.1K 0.01%
+445
495
$11.1K 0.01%
311
496
$11.1K 0.01%
76
497
$11.1K 0.01%
1,216
498
$11K 0.01%
45
+15
499
$11K 0.01%
66
500
$10.8K 0.01%
410