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
51
$16.8M 0.75%
130,166
-392
52
$16.6M 0.75%
1,679,789
+13,307
53
$16.5M 0.74%
1,623,449
+167,416
54
$16.3M 0.74%
854,986
+2,493
55
$16.1M 0.73%
570,461
-18,282
56
$16M 0.72%
1,135,068
-18,160
57
$15.9M 0.71%
47,909
+20,643
58
$15.8M 0.71%
172,878
-3,005
59
$15.4M 0.69%
298,286
+61,826
60
$15.2M 0.68%
697,988
+5,486
61
$14.8M 0.67%
1,245,854
+3,118
62
$14.5M 0.65%
1,667,128
+38,674
63
$14.2M 0.64%
232,272
-9,262
64
$14.2M 0.64%
131,757
+120
65
$13.8M 0.62%
152,149
+25,742
66
$13.6M 0.61%
815,905
-9,164
67
$13.5M 0.61%
121,099
-7,101
68
$13.3M 0.6%
497,965
+83,857
69
$13.2M 0.6%
811,138
-11,239
70
$13.1M 0.59%
395,968
-6,486
71
$12.9M 0.58%
81,499
+11,049
72
$12.8M 0.57%
880,089
+272,098
73
$12.7M 0.57%
125,468
-25,539
74
$12.1M 0.55%
798,761
-3,728
75
$11.9M 0.54%
294,402
-225,712
1 2
3
4 5