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
651
$1.46K ﹤0.01%
+144
652
$1.45K ﹤0.01%
100
653
$1.41K ﹤0.01%
+40
654
$1.35K ﹤0.01%
200
655
$1.33K ﹤0.01%
+7
656
$1.33K ﹤0.01%
26
657
$1.31K ﹤0.01%
+61
658
$1.29K ﹤0.01%
+26
659
$1.25K ﹤0.01%
500
660
$1.23K ﹤0.01%
125
661
$1.21K ﹤0.01%
+21
662
$1.21K ﹤0.01%
37
663
$1.2K ﹤0.01%
700
664
$1.19K ﹤0.01%
35
665
$1.15K ﹤0.01%
35
666
$1.14K ﹤0.01%
+19
667
$1.13K ﹤0.01%
+76
668
$1.12K ﹤0.01%
85
-178
669
$1.12K ﹤0.01%
80
670
$1.09K ﹤0.01%
+15
671
$1.07K ﹤0.01%
25
672
$1.07K ﹤0.01%
+102
673
$1.04K ﹤0.01%
9
-41
674
$1.03K ﹤0.01%
38
+1
675
$1.02K ﹤0.01%
30
25 26
27
28 29