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
$227M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$422K
2 +$304K
3 +$275K
4
B
Barrick Mining
B
+$274K
5
AMZN icon
Amazon
AMZN
+$273K

Sector Composition

1 Consumer Staples 68.01%
2 Consumer Discretionary 1.71%
3 Communication Services 1.47%
4 Materials 1.45%
5 Technology 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,312
77
-62,500