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
551
$5.3K ﹤0.01%
74
552
$5.29K ﹤0.01%
60
+37
553
$5.28K ﹤0.01%
250
554
$5.28K ﹤0.01%
110
555
$5.22K ﹤0.01%
128
556
$5.15K ﹤0.01%
350
557
$5.13K ﹤0.01%
+200
558
$5.1K ﹤0.01%
300
559
$5.09K ﹤0.01%
228
+2
560
$5.02K ﹤0.01%
2,400
561
$5.01K ﹤0.01%
28
562
$4.99K ﹤0.01%
104
563
$4.99K ﹤0.01%
240
+153
564
$4.89K ﹤0.01%
150
565
$4.88K ﹤0.01%
60
566
$4.83K ﹤0.01%
86
567
$4.72K ﹤0.01%
50
-50
568
$4.69K ﹤0.01%
38
569
$4.66K ﹤0.01%
200
-204
570
$4.64K ﹤0.01%
+135
571
$4.63K ﹤0.01%
97
572
$4.59K ﹤0.01%
103
573
$4.58K ﹤0.01%
60
574
$4.57K ﹤0.01%
+75
575
$4.57K ﹤0.01%
515
+315