EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.94B
1-Year Est. Return 76.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.1M
3
+$10.7M
4
WFRD icon
Weatherford International
WFRD
+$10.5M
5
IMGN
Immunogen Inc
IMGN
+$10.3M

Top Sells

1
+$26M
2
+$23M
3
+$22.4M
4
SMCI icon
Super Micro Computer
SMCI
+$14.2M
5
WOOF icon
Petco
WOOF
+$11.7M

Sector Composition

1 Healthcare 26.65%
2 Industrials 21.03%
3 Technology 18.29%
4 Financials 10.54%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-142,892
252
– –
-109,628
253
– –
-9,106
254
– –
-60,497
255
– –
-51,960
256
– –
-501
257
– –
-1,309,111
258
– –
-69,219
259
– –
-823,752
7 8 9 10
11