EA

Emerald Advisers Portfolio holdings

AUM $3.12B
1-Year Est. Return 79.03%
This Quarter Est. Return
1 Year Est. Return
+79.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$19.9M
3
+$19.7M
4
EVER icon
EverQuote
EVER
+$11.6M
5
WSBC icon
WesBanco
WSBC
+$11.4M

Top Sells

1
+$36.6M
2
+$16.2M
3
+$13.7M
4
FULT icon
Fulton Financial
FULT
+$13.4M
5
NVEE
NV5 Global
NVEE
+$13.2M

Sector Composition

1 Healthcare 25.67%
2 Technology 23.1%
3 Industrials 18.7%
4 Financials 15.06%
5 Consumer Discretionary 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.9K ﹤0.01%
1,964
-15,205
227
$62.8K ﹤0.01%
4,044
228
$62.7K ﹤0.01%
2,419
229
$55.7K ﹤0.01%
345
230
$46.4K ﹤0.01%
2,073
231
$46.3K ﹤0.01%
2,300
232
$43.2K ﹤0.01%
407
233
$39.3K ﹤0.01%
425
-2,809
234
$38.1K ﹤0.01%
175
235
$30.3K ﹤0.01%
79
236
$28.5K ﹤0.01%
530
237
$26.7K ﹤0.01%
2,682
-468,499
238
$16.3K ﹤0.01%
244
239
$16.1K ﹤0.01%
531
-454,375
240
$15.3K ﹤0.01%
105
241
$11.8K ﹤0.01%
585
242
$1.34K ﹤0.01%
305
243
$666 ﹤0.01%
22
244
– –
-41,767
245
– –
-438,066
246
– –
-155
247
– –
-91,818
248
– –
-5,858
249
– –
-1,889
250
– –
-12,263
7 8 9
10
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