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
$2.4B
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 27.44%
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
51
$16.5M 0.69%
609,992
+22,400
52
$15.7M 0.65%
305,011
-77,510
53
$15.6M 0.65%
1,270,555
+327,846
54
$15.5M 0.65%
199,151
-51,890
55
$14.7M 0.61%
473,051
+179,124
56
$14.6M 0.61%
269,412
-170,644
57
$14.5M 0.61%
661,888
-237,247
58
$14.4M 0.6%
+834,590
59
$14.4M 0.6%
578,057
60
$14.3M 0.6%
1,157,222
-3,980
61
$14.1M 0.59%
602,548
+370,698
62
$14M 0.58%
483,801
63
$13.9M 0.58%
721,990
+224,210
64
$13.6M 0.57%
142,575
+259
65
$13.3M 0.55%
129,767
-103,619
66
$12.8M 0.53%
534,380
+67,947
67
$12.7M 0.53%
305,361
+240,645
68
$12.4M 0.52%
1,117,555
+210,026
69
$12.3M 0.51%
178,055
-121,930
70
$12M 0.5%
180,936
71
$11.4M 0.48%
+391,386
72
$11.4M 0.48%
436,116
-30,903
73
$11.3M 0.47%
+234,788
74
$11.2M 0.47%
167,748
75
$11.2M 0.47%
+122,965
1 2
3
4 5