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
526
$5.78K ﹤0.01%
307
527
$5.75K ﹤0.01%
85
528
$5.75K ﹤0.01%
1,000
529
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120
-170
530
$5.67K ﹤0.01%
128
531
$5.67K ﹤0.01%
450
532
$5.63K ﹤0.01%
100
533
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350
534
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50
535
$5.46K ﹤0.01%
175
536
$5.39K ﹤0.01%
500
537
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538
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110
539
$5.14K ﹤0.01%
225
540
$5.14K ﹤0.01%
74
541
$5.08K ﹤0.01%
+100
542
$5.02K ﹤0.01%
300
543
$4.99K ﹤0.01%
150
544
$4.98K ﹤0.01%
77
545
$4.81K ﹤0.01%
150
546
$4.66K ﹤0.01%
104
547
$4.66K ﹤0.01%
97
548
$4.65K ﹤0.01%
255
-15
549
$4.61K ﹤0.01%
+60
550
$4.58K ﹤0.01%
390