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
601
$2.89K ﹤0.01%
100
602
$2.87K ﹤0.01%
550
+50
603
$2.81K ﹤0.01%
59
604
$2.78K ﹤0.01%
750
605
$2.75K ﹤0.01%
140
606
$2.69K ﹤0.01%
25
607
$2.64K ﹤0.01%
300
608
$2.63K ﹤0.01%
50
609
$2.61K ﹤0.01%
+60
610
$2.58K ﹤0.01%
3
611
$2.51K ﹤0.01%
150
-150
612
$2.5K ﹤0.01%
18
613
$2.47K ﹤0.01%
+75
614
$2.46K ﹤0.01%
186
615
$2.43K ﹤0.01%
9
+5
616
$2.42K ﹤0.01%
+70
617
$2.4K ﹤0.01%
45
618
$2.4K ﹤0.01%
3
619
$2.39K ﹤0.01%
+75
620
$2.37K ﹤0.01%
27
621
$2.36K ﹤0.01%
125
+35
622
$2.32K ﹤0.01%
+77
623
$2.31K ﹤0.01%
28
624
$2.25K ﹤0.01%
100
625
$2.24K ﹤0.01%
+30
23 24
25
26 27