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
501
$7.69K 0.01%
+600
502
$7.67K 0.01%
1,500
-150
503
$7.55K 0.01%
+500
504
$7.53K 0.01%
230
505
$7.51K 0.01%
265
506
$7.4K 0.01%
199
-99
507
$7.37K 0.01%
150
508
$7.37K 0.01%
+400
509
$7.34K 0.01%
195
+75
510
$7.24K 0.01%
125
511
$7.17K 0.01%
+300
512
$7.13K 0.01%
26
+9
513
$7.05K 0.01%
350
514
$6.84K ﹤0.01%
100
515
$6.79K ﹤0.01%
150
516
$6.79K ﹤0.01%
145
517
$6.76K ﹤0.01%
210
518
$6.73K ﹤0.01%
637
519
$6.65K ﹤0.01%
600
-100
520
$6.64K ﹤0.01%
210
521
$6.5K ﹤0.01%
100
522
$6.46K ﹤0.01%
200
523
$6.45K ﹤0.01%
200
524
$6.37K ﹤0.01%
300
525
$6.35K ﹤0.01%
100
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