EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.64B
1-Year Est. Return 51.67%
This Quarter Est. Return
1 Year Est. Return
+51.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.1M
3
+$12.7M
4
JACK icon
Jack in the Box
JACK
+$12.5M
5
AZEK
The AZEK Co
AZEK
+$12.4M

Top Sells

1
+$26.2M
2
+$21.2M
3
+$20.6M
4
CHGG icon
Chegg
CHGG
+$19.9M
5
TDOC icon
Teladoc Health
TDOC
+$17.3M

Sector Composition

1 Healthcare 22.31%
2 Industrials 14.74%
3 Consumer Discretionary 13.37%
4 Technology 13.35%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.01%
50,901
227
$218K 0.01%
+597
228
$210K 0.01%
+1,308
229
$201K 0.01%
+1,183
230
$198K 0.01%
+4,092
231
$198K 0.01%
+665
232
$194K 0.01%
+776
233
$174K 0.01%
+1,880
234
$170K 0.01%
9,829
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235
$164K 0.01%
+698
236
$157K 0.01%
+22,310
237
$152K 0.01%
+15,305
238
$152K 0.01%
+3,356
239
$148K 0.01%
+1,571
240
$132K 0.01%
1,860
-14,490
241
$132K 0.01%
+983
242
$131K 0.01%
+9,699
243
$126K 0.01%
+1,444
244
$125K 0.01%
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245
$124K 0.01%
+12,878
246
$124K 0.01%
+14,460
247
$121K 0.01%
+1,129
248
$111K 0.01%
998
-87,373
249
$107K 0.01%
+67
250
$107K 0.01%
+1,066
8 9
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