GEA

Glen Eagle Advisors Portfolio holdings

AUM $650M
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$2.57M
2 +$2.15M
3 +$2.05M
4
BKAG icon
BNY Mellon Core Bond ETF
BKAG
+$811K
5
EW icon
Edwards Lifesciences
EW
+$707K

Sector Composition

1 Technology 14.21%
2 Healthcare 7.94%
3 Financials 5.06%
4 Consumer Discretionary 4.27%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$11.7K ﹤0.01%
338
+238
627
$11.7K ﹤0.01%
140
+30
628
$11.6K ﹤0.01%
337
629
$11.6K ﹤0.01%
+4
630
$11.5K ﹤0.01%
280
631
$11.5K ﹤0.01%
270
632
$11.4K ﹤0.01%
96
633
$11.3K ﹤0.01%
300
634
$11.2K ﹤0.01%
301
-1
635
$11.2K ﹤0.01%
545
+6
636
$11K ﹤0.01%
300
637
$11K ﹤0.01%
184
+15
638
$10.9K ﹤0.01%
87
-24
639
$10.9K ﹤0.01%
118
+12
640
$10.8K ﹤0.01%
180
641
$10.8K ﹤0.01%
200
642
$10.8K ﹤0.01%
300
643
$10.8K ﹤0.01%
+400
644
$10.7K ﹤0.01%
235
+234
645
$10.6K ﹤0.01%
235
646
$10.6K ﹤0.01%
+122
647
$10.5K ﹤0.01%
+1,906
648
$10.5K ﹤0.01%
15
649
$10.4K ﹤0.01%
300
-150
650
$10.2K ﹤0.01%
556
+456