EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.94B
1-Year Est. Return 76.2%
This Quarter Est. Return
1 Year Est. Return
+76.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$14.4M
3 +$11.4M
4
CRS icon
Carpenter Technology
CRS
+$11.3M
5
OSIS icon
OSI Systems
OSIS
+$11.2M

Top Sells

1 +$27.1M
2 +$23.6M
3 +$18M
4
NXST icon
Nexstar Media Group
NXST
+$17.7M
5
OZK icon
Bank OZK
OZK
+$13.5M

Sector Composition

1 Financials 27.48%
2 Industrials 15.25%
3 Technology 14.22%
4 Healthcare 14.06%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-180,939