GEA
Glen Eagle Advisors Portfolio holdings
AUM
$650M
1-Year Return
15%
This Quarter Return
+4.69%
1 Year Return
+15%
3 Year Return
+62.16%
5 Year Return
+104.09%
10 Year Return
–
AUM
$116M
AUM Growth
+$5.45M
(+4.9%)
Cap. Flow
+$48.4K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
33.98%
Holding
574
New
38
Increased
116
Reduced
81
Closed
29
Top Buys
| 1 |
Dave & Buster's
PLAY
|
$299K |
| 2 |
McKesson
MCK
|
$269K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$192K |
| 4 |
AT&T
T
|
$139K |
| 5 |
Nucor
NUE
|
$135K |
Top Sells
| 1 |
Hawkins
HWKN
|
$495K |
| 2 |
Nike
NKE
|
$474K |
| 3 |
MON
Monsanto Co
MON
|
$288K |
| 4 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$177K |
| 5 |
Gilead Sciences
GILD
|
$146K |
Sector Composition
| 1 | Healthcare | 8.01% |
| 2 | Financials | 7.27% |
| 3 | Technology | 6.85% |
| 4 | Communication Services | 5.51% |
| 5 | Industrials | 3.92% |
