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
526
$6.26K ﹤0.01%
185
527
$6.25K ﹤0.01%
+100
528
$6.2K ﹤0.01%
178
-48
529
$6.14K ﹤0.01%
100
530
$5.99K ﹤0.01%
150
531
$5.96K ﹤0.01%
131
+3
532
$5.91K ﹤0.01%
58
+1
533
$5.9K ﹤0.01%
255
534
$5.89K ﹤0.01%
177
535
$5.89K ﹤0.01%
274
536
$5.87K ﹤0.01%
+61
537
$5.85K ﹤0.01%
250
538
$5.8K ﹤0.01%
85
539
$5.7K ﹤0.01%
175
540
$5.69K ﹤0.01%
+200
541
$5.66K ﹤0.01%
119
+2
542
$5.58K ﹤0.01%
1,000
543
$5.55K ﹤0.01%
450
544
$5.55K ﹤0.01%
38
+8
545
$5.54K ﹤0.01%
307
546
$5.54K ﹤0.01%
500
547
$5.45K ﹤0.01%
100
548
$5.37K ﹤0.01%
79
549
$5.36K ﹤0.01%
390
550
$5.32K ﹤0.01%
201