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
576
$4.54K ﹤0.01%
500
577
$4.52K ﹤0.01%
+25
578
$4.45K ﹤0.01%
230
-250
579
$4.4K ﹤0.01%
+75
580
$4.26K ﹤0.01%
104
581
$4.26K ﹤0.01%
+225
582
$4.23K ﹤0.01%
150
583
$4.18K ﹤0.01%
202
584
$4.12K ﹤0.01%
+135
585
$3.97K ﹤0.01%
225
586
$3.94K ﹤0.01%
100
587
$3.9K ﹤0.01%
100
588
$3.87K ﹤0.01%
78
589
$3.78K ﹤0.01%
17
590
$3.77K ﹤0.01%
200
+150
591
$3.67K ﹤0.01%
200
-200
592
$3.63K ﹤0.01%
+25
593
$3.59K ﹤0.01%
150
594
$3.57K ﹤0.01%
+30
595
$3.49K ﹤0.01%
91
596
$3.27K ﹤0.01%
26
597
$3.25K ﹤0.01%
25
598
$3.24K ﹤0.01%
30
599
$3.03K ﹤0.01%
250
+125
600
$2.93K ﹤0.01%
120
22 23
24
25 26