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
$351M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$5.38M
2 +$594K
3 +$543K
4
IBM icon
IBM
IBM
+$248K
5
NVDA icon
NVIDIA
NVDA
+$220K

Sector Composition

1 Consumer Staples 69.39%
2 Technology 1.77%
3 Communication Services 1.4%
4 Consumer Discretionary 1.36%
5 Financials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,000