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
$416M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$5.66M
2 +$1.03M
3 +$855K
4
META icon
Meta Platforms (Facebook)
META
+$139K
5
IBM icon
IBM
IBM
+$52.2K

Sector Composition

1 Consumer Staples 77.49%
2 Technology 2.98%
3 Consumer Discretionary 0.98%
4 Communication Services 0.94%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$235K 0.06%
787
-40
77
$228K 0.05%
10,029
-1,275
78
$228K 0.05%
3,117
79
$219K 0.05%
+557
80
$207K 0.05%
+6,081
81
$23.5K 0.01%
10,415