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
526
$9.08K 0.01%
77
-51
527
$8.99K 0.01%
300
528
$8.97K 0.01%
450
529
$8.91K 0.01%
200
530
$8.84K 0.01%
542
+4
531
$8.77K 0.01%
+100
532
$8.73K 0.01%
155
533
$8.57K 0.01%
270
534
$8.55K 0.01%
100
535
$8.54K 0.01%
402
536
$8.53K 0.01%
116
+71
537
$8.47K 0.01%
500
538
$8.41K 0.01%
1,500
539
$8.33K 0.01%
52
-12
540
$8.32K 0.01%
983
541
$8.27K 0.01%
200
542
$8.25K 0.01%
162
543
$8.25K 0.01%
252
544
$8.21K 0.01%
200
545
$8.04K 0.01%
73
+1
546
$8.01K 0.01%
101
+1
547
$7.98K 0.01%
77
-1
548
$7.97K 0.01%
350
549
$7.95K 0.01%
+100
550
$7.71K 0.01%
130
20 21
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