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
$223M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.47M
3
+$538K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$523K
5
MSFT icon
Microsoft
MSFT
+$500K

Top Sells

1
+$520K
2
+$281K
3
+$74K
4
AMZN icon
Amazon
AMZN
+$59.8K
5
SO icon
Southern Company
SO
+$54.2K

Sector Composition

1 Technology 12.72%
2 Healthcare 12.07%
3 Consumer Discretionary 5.51%
4 Financials 5.28%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7.12K ﹤0.01%
100
652
$7.09K ﹤0.01%
100
653
$7.04K ﹤0.01%
150
+25
654
$7.04K ﹤0.01%
216
655
$6.92K ﹤0.01%
225
656
$6.81K ﹤0.01%
200
657
$6.73K ﹤0.01%
200
-38
658
$6.7K ﹤0.01%
305
659
$6.69K ﹤0.01%
180
+20
660
$6.59K ﹤0.01%
159
-20
661
$6.48K ﹤0.01%
1,010
662
$6.47K ﹤0.01%
+150
663
$6.46K ﹤0.01%
325
664
$6.37K ﹤0.01%
+200
665
$6.36K ﹤0.01%
+125
666
$6.21K ﹤0.01%
739
-5
667
$6.17K ﹤0.01%
200
668
$6.14K ﹤0.01%
200
-31
669
$6.13K ﹤0.01%
58
670
$6.12K ﹤0.01%
40
671
$6.11K ﹤0.01%
100
672
$6.1K ﹤0.01%
100
673
$6.07K ﹤0.01%
72
674
$6.02K ﹤0.01%
983
675
$5.99K ﹤0.01%
48
25 26
27
28 29