EA

Emerald Advisors Portfolio holdings

AUM $780M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$3.64M
3
+$3.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.61M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.56M

Top Sells

1
+$1.42M
2
+$1.33M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.04M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$775K

Sector Composition

1 Consumer Staples 70.4%
2 Materials 1.66%
3 Consumer Discretionary 1.54%
4 Communication Services 1.48%
5 Technology 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
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