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
101
$7.09M 0.32%
360,414
-8,365
102
$5.89M 0.27%
418,172
-9,829
103
$5.88M 0.26%
54,210
-15,698
104
$5.75M 0.26%
+224,155
105
$5.23M 0.24%
237,783
-13,567
106
$5.17M 0.23%
143,903
-70,550
107
$5.05M 0.23%
13,458
-4,362
108
$5.03M 0.23%
70,507
-1,188
109
$4.46M 0.2%
20,098
-7,411
110
$3.88M 0.17%
811,172
-850,127
111
$3.76M 0.17%
+326,707
112
$3.63M 0.16%
19,068
-4,463
113
$2.95M 0.13%
19,081
-4,622
114
$2.76M 0.12%
4,781
-662
115
$2.33M 0.1%
121,142
+337
116
$2.31M 0.1%
13,476
-27,359
117
$2.15M 0.1%
9,272
-1,203
118
$1.95M 0.09%
11,631
-770
119
$1.89M 0.09%
293,755
+257,846
120
$1.69M 0.08%
49,495
+33,995
121
$1.43M 0.06%
45,000
-6,214
122
$1.32M 0.06%
4,993
-193
123
$1.27M 0.06%
19,830
+6,588
124
$1.25M 0.06%
56,119
125
$1.21M 0.05%
63,670
+45,569
3 4
5
6 7