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
201
$99.4K 0.07%
935
202
$99.2K 0.07%
485
+1
203
$98.4K 0.07%
1,118
204
$97.4K 0.07%
6,277
+71
205
$97K 0.07%
5,080
206
$95.2K 0.07%
1,292
207
$94.8K 0.07%
1,550
+100
208
$94.5K 0.07%
594
+14
209
$93.4K 0.07%
1,615
-144
210
$91K 0.07%
1,100
-500
211
$90.7K 0.06%
4,939
+13
212
$90.2K 0.06%
2,237
213
$90K 0.06%
200
214
$88.4K 0.06%
1,465
215
$88.2K 0.06%
489
+94
216
$87.1K 0.06%
1,609
-259
217
$86.9K 0.06%
655
-35
218
$85K 0.06%
6,130
+828
219
$84.5K 0.06%
1,682
220
$83.3K 0.06%
1,682
+6
221
$80.5K 0.06%
1,550
-50
222
$79.5K 0.06%
3,850
223
$79.5K 0.06%
1,585
224
$76.8K 0.05%
1,410
225
$76.1K 0.05%
850
7 8
9
10 11