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
126
$1.11M 0.05%
5,345
+953
127
$1.06M 0.05%
1,281
-311
128
$1.03M 0.05%
8,808
+3,033
129
$999K 0.05%
5,466
+3,329
130
$994K 0.04%
8,157
-3,676
131
$979K 0.04%
1,050
+319
132
$923K 0.04%
9,300
+97
133
$910K 0.04%
15,245
+4,457
134
$869K 0.04%
1,499
+132
135
$868K 0.04%
4,949
-638
136
$866K 0.04%
27,926
+1,126
137
$859K 0.04%
466
+75
138
$836K 0.04%
9,908
+1,542
139
$818K 0.04%
11,582
-275
140
$798K 0.04%
2,277
-684
141
$789K 0.04%
1,621
-85
142
$787K 0.04%
2,944
-164
143
$746K 0.03%
6,323
-133
144
$741K 0.03%
784
-192
145
$724K 0.03%
47,097
-2,653
146
$721K 0.03%
1,371
-77
147
$719K 0.03%
3,589
-200
148
$702K 0.03%
38,719
+10,600
149
$656K 0.03%
1,318
-73
150
$655K 0.03%
7,242
+1,787
4 5
6
7 8