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
551
$7.71K 0.01%
100
552
$7.68K 0.01%
500
553
$7.64K 0.01%
103
554
$7.63K 0.01%
+33
555
$7.58K 0.01%
200
556
$7.5K 0.01%
+50
557
$7.5K 0.01%
400
558
$7.49K ﹤0.01%
+300
559
$7.43K ﹤0.01%
+400
560
$7.42K ﹤0.01%
+197
561
$7.4K ﹤0.01%
1,025
562
$7.3K ﹤0.01%
643
-100
563
$7.22K ﹤0.01%
+140
564
$7.17K ﹤0.01%
127
565
$7.14K ﹤0.01%
125
566
$7.14K ﹤0.01%
+170
567
$7.11K ﹤0.01%
8,000
568
$7.07K ﹤0.01%
+301
569
$7.05K ﹤0.01%
+126
570
$6.93K ﹤0.01%
+312
571
$6.93K ﹤0.01%
38
572
$6.91K ﹤0.01%
3,200
573
$6.88K ﹤0.01%
350
574
$6.87K ﹤0.01%
104
575
$6.87K ﹤0.01%
395
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