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
601
$6.09K ﹤0.01%
200
602
$6.04K ﹤0.01%
274
603
$6.01K ﹤0.01%
250
604
$5.98K ﹤0.01%
300
605
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225
-15
606
$5.97K ﹤0.01%
217
+1
607
$5.97K ﹤0.01%
500
608
$5.92K ﹤0.01%
95
609
$5.91K ﹤0.01%
67
610
$5.9K ﹤0.01%
100
611
$5.8K ﹤0.01%
246
+12
612
$5.79K ﹤0.01%
250
613
$5.72K ﹤0.01%
+40
614
$5.71K ﹤0.01%
45
615
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100
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$5.65K ﹤0.01%
60
617
$5.65K ﹤0.01%
100
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$5.64K ﹤0.01%
210
619
$5.63K ﹤0.01%
75
620
$5.63K ﹤0.01%
200
621
$5.54K ﹤0.01%
+110
622
$5.54K ﹤0.01%
200
623
$5.53K ﹤0.01%
+200
624
$5.48K ﹤0.01%
100
625
$5.45K ﹤0.01%
637