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
151
$623K 0.03%
185,346
-44,904
152
$610K 0.03%
2,632
-147
153
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154
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155
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156
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161
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162
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$420K 0.02%
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