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
676
$1.01K ﹤0.01%
+25
677
$990 ﹤0.01%
52
678
$967 ﹤0.01%
28
679
$948 ﹤0.01%
41
680
$939 ﹤0.01%
56
681
$919 ﹤0.01%
+30
682
$865 ﹤0.01%
250
683
$818 ﹤0.01%
15
684
$784 ﹤0.01%
16
685
$753 ﹤0.01%
32
686
$749 ﹤0.01%
10
687
$721 ﹤0.01%
25
688
$708 ﹤0.01%
5
689
$626 ﹤0.01%
30
690
$625 ﹤0.01%
11
691
$594 ﹤0.01%
+36
692
$592 ﹤0.01%
16
693
$560 ﹤0.01%
100
694
$508 ﹤0.01%
3
695
$498 ﹤0.01%
5
696
$483 ﹤0.01%
28
697
$468 ﹤0.01%
+32
698
$464 ﹤0.01%
13
699
$463 ﹤0.01%
18
700
– –
0
26 27
28
29 30