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
651
$9.99K ﹤0.01%
+220
652
$9.95K ﹤0.01%
41
-40
653
$9.93K ﹤0.01%
200
654
$9.88K ﹤0.01%
200
655
$9.86K ﹤0.01%
140
656
$9.8K ﹤0.01%
396
657
$9.76K ﹤0.01%
500
658
$9.74K ﹤0.01%
100
659
$9.67K ﹤0.01%
37
660
$9.66K ﹤0.01%
200
661
$9.65K ﹤0.01%
2,725
-4,975
662
$9.64K ﹤0.01%
400
663
$9.48K ﹤0.01%
244
+44
664
$9.44K ﹤0.01%
192
+85
665
$9.42K ﹤0.01%
261
+11
666
$9.39K ﹤0.01%
127
667
$9.38K ﹤0.01%
200
668
$9.3K ﹤0.01%
+100
669
$9.28K ﹤0.01%
125
670
$9.22K ﹤0.01%
100
671
$9.19K ﹤0.01%
130
+100
672
$9.14K ﹤0.01%
600
673
$9.12K ﹤0.01%
50
674
$9.07K ﹤0.01%
124
+1
675
$9.04K ﹤0.01%
+347