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
$2.71B
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$18.3M
3 +$16.7M
4
HRT
HireRight Holdings Corporation
HRT
+$12.8M
5
ARHS icon
Arhaus
ARHS
+$11.2M

Top Sells

1 +$21.7M
2 +$19.6M
3 +$17.4M
4
ORIC icon
Oric Pharmaceuticals
ORIC
+$15.2M
5
TTEK icon
Tetra Tech
TTEK
+$15.1M

Sector Composition

1 Technology 23.2%
2 Healthcare 17.94%
3 Consumer Discretionary 17%
4 Industrials 15.63%
5 Financials 14.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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+15
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278
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279
$0 ﹤0.01%
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280
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281
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284
-304,113
285
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286
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290
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-244,790
295
$0 ﹤0.01%
+15
296
-411,880