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
$2.12B
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 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20K ﹤0.01%
+1,203
302
$19K ﹤0.01%
+525
303
$18K ﹤0.01%
1,478
-11,101
304
$18K ﹤0.01%
13,076
+1,505
305
$17K ﹤0.01%
+2,158
306
$13K ﹤0.01%
+460
307
$9K ﹤0.01%
+2,094
308
– –
-341,094
309
– –
-128,213
310
– –
-164,592
311
– –
-247,953
312
– –
-10,550
313
– –
-657,189
314
– –
-17,700
315
– –
-351,370
316
– –
-31,750
317
– –
-23,804
318
– –
-26,750
319
– –
-52,105
320
– –
-49,282
321
– –
-208,258
322
– –
-587
323
– –
-101,795
324
– –
-85,696
325
– –
-45,918
10 11 12
13
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