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
201
$215K 0.01%
4,967
-279
202
$211K 0.01%
3,847
-2,811
203
$199K 0.01%
2,036
204
$197K 0.01%
1,182
+294
205
$196K 0.01%
90,871
+36,512
206
$195K 0.01%
1,217
-586
207
$191K 0.01%
2,144
-120
208
$191K 0.01%
3,731
+3,135
209
$190K 0.01%
1,128
-63
210
$176K 0.01%
12,371
211
$168K 0.01%
1,368
-1,316
212
$166K 0.01%
25,542
-252,853
213
$158K 0.01%
9,246
-235,312
214
$158K 0.01%
+7,755
215
$154K 0.01%
5,663
-185,204
216
$152K 0.01%
20,768
217
$137K 0.01%
+1,830
218
$128K 0.01%
503
-27
219
$109K ﹤0.01%
4,500
220
$104K ﹤0.01%
7,699
221
$96.3K ﹤0.01%
2,209
-2,280
222
$96.1K ﹤0.01%
4,534
-252
223
$81K ﹤0.01%
260
+2
224
$67.4K ﹤0.01%
1,066
225
$67.1K ﹤0.01%
3,076
7 8
9
10 11