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
$286M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$2.82M
2 +$2.01M
3 +$1.07M
4
CAT icon
Caterpillar
CAT
+$879K
5
EPRF icon
Innovator S&P Investment Grade Preferred ETF
EPRF
+$802K

Sector Composition

1 Technology 11.67%
2 Healthcare 10.78%
3 Financials 5.71%
4 Consumer Discretionary 4.9%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$10.9K ﹤0.01%
200
652
$10.9K ﹤0.01%
60
-20
653
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100
654
$10.8K ﹤0.01%
400
655
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103
+1
656
$10.6K ﹤0.01%
450
657
$10.6K ﹤0.01%
241
658
$10.6K ﹤0.01%
238
659
$10.6K ﹤0.01%
2,150
660
$10.5K ﹤0.01%
70
-30
661
$10.4K ﹤0.01%
695
662
$10.3K ﹤0.01%
500
663
$10.3K ﹤0.01%
400
664
$10.2K ﹤0.01%
162
665
$10.2K ﹤0.01%
130
666
$10.2K ﹤0.01%
107
+7
667
$10.1K ﹤0.01%
105
-195
668
$10.1K ﹤0.01%
198
669
$10K ﹤0.01%
750
+100
670
$9.9K ﹤0.01%
91
671
$9.87K ﹤0.01%
387
+138
672
$9.85K ﹤0.01%
+220
673
$9.8K ﹤0.01%
40
674
$9.69K ﹤0.01%
27
675
$9.69K ﹤0.01%
100