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
76
$11.6M 0.52%
+443,701
77
$11.4M 0.51%
680,178
+261,701
78
$11.4M 0.51%
+368,816
79
$11.3M 0.51%
+1,550,671
80
$10.4M 0.47%
270,817
+94,679
81
$10.4M 0.47%
898,190
+62,140
82
$9.59M 0.43%
538,249
-9,308
83
$9.59M 0.43%
235,853
-4,613
84
$9.4M 0.42%
408,485
-126,607
85
$9.15M 0.41%
596,376
-10,621
86
$8.85M 0.4%
193,061
-114,254
87
$8.84M 0.4%
547,827
+1,036
88
$8.72M 0.39%
+465,174
89
$8.56M 0.39%
3,090,213
+757,533
90
$8.53M 0.38%
354,953
-5,585
91
$8.33M 0.37%
385,500
-1,226
92
$8.12M 0.37%
855,688
-701,749
93
$8.12M 0.37%
757,477
+30,988
94
$7.83M 0.35%
+136,058
95
$7.8M 0.35%
431,147
-739,773
96
$7.42M 0.33%
+403,280
97
$7.38M 0.33%
291,024
-1,548
98
$7.23M 0.33%
590,850
-3,048
99
$7.1M 0.32%
+62,182
100
$7.1M 0.32%
1,000,716
+12,562
2 3
4
5 6