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
76
$11.2M 0.47%
529,937
-41,852
77
$11.2M 0.47%
1,566,962
+295,890
78
$11.2M 0.47%
451,660
-7,500
79
$11.2M 0.47%
499,190
+14,147
80
$10.6M 0.44%
676,608
+254,789
81
$10.5M 0.44%
+98,980
82
$10.4M 0.43%
155,006
+15,000
83
$10.3M 0.43%
578,105
84
$10.3M 0.43%
91,848
-19,425
85
$10.1M 0.42%
+239,019
86
$10.1M 0.42%
98,767
-32,560
87
$10M 0.42%
162,972
+8,010
88
$9.97M 0.42%
251,101
+53,180
89
$9.95M 0.41%
256,130
90
$9.92M 0.41%
370,213
91
$9.92M 0.41%
186,834
92
$9.91M 0.41%
52,946
-253
93
$9.9M 0.41%
206,237
94
$9.72M 0.41%
162,663
95
$9.25M 0.39%
618,715
-29,360
96
$9.11M 0.38%
1,055,124
-437,010
97
$9.09M 0.38%
105,959
98
$8.93M 0.37%
133,412
99
$8.8M 0.37%
692,665
-163,790
100
$8.77M 0.37%
+360,313
2 3
4
5 6