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
626
$2.17K ﹤0.01%
18
627
$2.16K ﹤0.01%
54
628
$2.12K ﹤0.01%
+125
629
$2.08K ﹤0.01%
71
630
$2.02K ﹤0.01%
10
631
$1.98K ﹤0.01%
+47
632
$1.95K ﹤0.01%
70
633
$1.9K ﹤0.01%
15
634
$1.85K ﹤0.01%
39
635
$1.81K ﹤0.01%
156
636
$1.8K ﹤0.01%
20
637
$1.8K ﹤0.01%
+42
638
$1.79K ﹤0.01%
125
639
$1.71K ﹤0.01%
43
640
$1.7K ﹤0.01%
200
641
$1.68K ﹤0.01%
56
642
$1.66K ﹤0.01%
24
643
$1.65K ﹤0.01%
61
644
$1.62K ﹤0.01%
16
645
$1.6K ﹤0.01%
34
646
$1.6K ﹤0.01%
251
647
$1.56K ﹤0.01%
50
+40
648
$1.5K ﹤0.01%
6
649
$1.48K ﹤0.01%
600
650
$1.47K ﹤0.01%
72
24 25
26
27 28