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
$1.6B
AUM Growth
-$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.5M
3
+$13.3M
4
UTHR icon
United Therapeutics
UTHR
+$10.2M
5
ONTO icon
Onto Innovation
ONTO
+$9.76M

Top Sells

1
+$22.8M
2
+$21M
3
+$20.7M
4
AEO icon
American Eagle Outfitters
AEO
+$18.4M
5
INSM icon
Insmed
INSM
+$14.7M

Sector Composition

1 Healthcare 25.65%
2 Financials 14.18%
3 Technology 14.07%
4 Industrials 13.82%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,844
277
– –
-616
278
– –
-3,689
279
– –
-14,710
280
– –
-175,000
281
– –
-1,308
282
– –
-70,605
283
– –
-1,767
284
– –
-175,146
285
– –
-2,193
286
– –
-924
287
– –
-1,551
288
– –
-422,002
289
– –
-135,517
290
– –
-669
291
– –
-251,730
292
– –
-289,257
293
– –
-2,306
294
– –
-3,041
295
– –
-1,812
296
– –
-2,425
297
– –
-4,025
298
– –
-678,353
299
– –
-58,250
300
– –
-6,808
10 11
12
13 14