EA

Emerald Advisers Portfolio holdings

AUM $3.25B
1-Year Est. Return 80.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+80.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
+$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$13.9M
3 +$12.3M
4
STER
Sterling Check Corp. Common Stock
STER
+$10.8M
5
SKYT icon
SkyWater Technology
SKYT
+$9.26M

Top Sells

1 +$19.8M
2 +$18.5M
3 +$17.9M
4
EVER icon
EverQuote
EVER
+$13M
5
ECHO
Echo Global Logistics, Inc.
ECHO
+$12.4M

Sector Composition

1 Technology 21.64%
2 Healthcare 20.11%
3 Consumer Discretionary 16.66%
4 Industrials 15.03%
5 Financials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-5,490
277
-521,125
278
-8,865
279
-300
280
-1,071
281
-490
282
-100
283
-386,721
284
-495,638
285
-2,811
286
-15
287
-4,780
288
-839
289
-484
290
-111
291
-12,439
292
-400
293
-100
294
-8,000
295
-8,061
296
-1,330
297
-3,106
298
-1,000
299
-2,712
300
-535