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
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