EA
Emerald Advisors Portfolio holdings
AUM
$780M
This Quarter Return
-15.69%
1 Year Return
+16.44%
3 Year Return
+97.08%
5 Year Return
+183.56%
10 Year Return
–
AUM
$358M
AUM Growth
+$358M
(-16%)
Cap. Flow
+$851K
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
85.36%
Holding
98
New
2
Increased
49
Reduced
26
Closed
16
Top Buys
| 1 |
Amazon
AMZN
|
$1.76M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.06M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.04M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$540K |
| 5 |
Vanguard Growth ETF
VUG
|
$419K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 76.79% |
| 2 | Technology | 2.44% |
| 3 | Healthcare | 0.9% |
| 4 | Communication Services | 0.87% |
| 5 | Consumer Discretionary | 0.82% |
