GEA
Glen Eagle Advisors Portfolio holdings
AUM
$650M
1-Year Return
15%
This Quarter Return
+7.44%
1 Year Return
+15%
3 Year Return
+62.16%
5 Year Return
+104.09%
10 Year Return
–
AUM
$434M
AUM Growth
+$35.5M
(+8.9%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
1,141
New
63
Increased
367
Reduced
136
Closed
74
Top Buys
| 1 |
BNY Mellon Core Bond ETF
BKAG
|
+$3.08M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$2.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.23M |
| 4 |
Public Service Enterprise Group
PEG
|
+$1.02M |
| 5 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$962K |
Top Sells
Sector Composition
| 1 | Technology | 13.37% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 5.28% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Industrials | 4.06% |
