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
26
$23.6M 1.12%
368,936
+13,791
27
$22.6M 1.07%
42,160
-212
28
$22.2M 1.05%
285,294
+50,870
29
$21.7M 1.03%
297,711
-41,682
30
$21.7M 1.03%
397,157
+28,369
31
$21.4M 1.01%
477,083
+60,431
32
$21.4M 1.01%
351,500
+96,477
33
$21M 0.99%
173,837
+66,084
34
$21M 0.99%
364,669
+41,989
35
$20.9M 0.99%
964,198
+34,420
36
$20.3M 0.96%
664,558
+498,768
37
$20.1M 0.95%
177,089
+55,422
38
$20M 0.95%
1,571,670
+28,420
39
$19.9M 0.94%
801,162
+22,389
40
$19.7M 0.93%
172,377
-39,220
41
$19.6M 0.93%
69,130
+11,415
42
$19.4M 0.92%
1,005,848
+368,640
43
$19.4M 0.91%
1,120,479
+316,232
44
$19.1M 0.9%
178,487
+12,030
45
$19.1M 0.9%
293,949
+1,150
46
$19M 0.9%
419,905
-5,750
47
$18.7M 0.88%
202,463
+3,890
48
$18.3M 0.86%
586,131
+39,368
49
$17.8M 0.84%
366,922
+76,957
50
$17.4M 0.82%
439,498
+12,420
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