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
51
$17M 0.8%
291,578
-15,300
52
$15.7M 0.74%
368,538
+11,760
53
$15.6M 0.73%
216,285
54
$15.4M 0.73%
569,085
+160,002
55
$14.8M 0.7%
151,097
+25,220
56
$14.8M 0.7%
1,161,068
-12,572
57
$14.1M 0.66%
+204,580
58
$13.7M 0.65%
327,138
-47,185
59
$13.4M 0.63%
762,835
+63,040
60
$13.1M 0.62%
62,398
+2,544
61
$12.8M 0.6%
352,978
+65,767
62
$12.7M 0.6%
+587,448
63
$12.6M 0.6%
195,503
+147,420
64
$12.4M 0.58%
+388,486
65
$11.9M 0.56%
+289,098
66
$11.4M 0.54%
190,482
+93,050
67
$11.2M 0.53%
328,786
68
$10.9M 0.51%
607,937
+183,465
69
$10.8M 0.51%
483,305
+132,140
70
$10.7M 0.5%
403,682
-97,450
71
$10.4M 0.49%
+366,990
72
$10.2M 0.48%
273,470
+130,870
73
$10.2M 0.48%
35,111
-21,444
74
$10.2M 0.48%
744,713
75
$10.1M 0.48%
146,388
-10,000
1 2
3
4 5