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
$128M
AUM Growth
+$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$271K
3
+$234K
4
UNH icon
UnitedHealth
UNH
+$211K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$208K

Top Sells

1
+$822K
2
+$406K
3
+$325K
4
WFC icon
Wells Fargo
WFC
+$211K
5
MON
Monsanto Co
MON
+$207K

Sector Composition

1 Technology 8.14%
2 Financials 7.39%
3 Healthcare 6.95%
4 Industrials 4.55%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
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0
677
$469 ﹤0.01%
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678
$466 ﹤0.01%
18
679
$428 ﹤0.01%
30
680
$366 ﹤0.01%
14
681
$296 ﹤0.01%
10
682
$220 ﹤0.01%
8
683
$214 ﹤0.01%
4
684
$193 ﹤0.01%
36
685
$78 ﹤0.01%
1
686
$74 ﹤0.01%
4
687
$50 ﹤0.01%
10
688
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-195
689
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692
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693
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698
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