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
76
$9.94M 0.47%
206,548
+15,090
77
$9.71M 0.46%
1,882,793
+189,064
78
$9.64M 0.46%
269,421
-130,192
79
$9.53M 0.45%
81,090
+27,200
80
$9.18M 0.43%
524,263
-147,032
81
$9.07M 0.43%
+901,177
82
$8.99M 0.42%
57,635
-41,739
83
$8.93M 0.42%
16,344
+293
84
$8.82M 0.42%
347,411
-134,590
85
$8.82M 0.42%
214,498
-40,169
86
$8.78M 0.41%
+168,219
87
$8.61M 0.41%
1,974,532
+67,766
88
$8.6M 0.41%
297,787
+97,494
89
$8.39M 0.4%
633,771
-22,243
90
$8.33M 0.39%
642,721
+7,981
91
$8.32M 0.39%
68,206
-74,179
92
$8.22M 0.39%
194,782
+21,750
93
$8.22M 0.39%
491,790
+13,447
94
$8.03M 0.38%
28,689
+1,839
95
$8.01M 0.38%
175,366
-55,730
96
$7.96M 0.38%
1,135,296
97
$7.53M 0.36%
256,781
+64,360
98
$7.43M 0.35%
+73,378
99
$6.95M 0.33%
+264,762
100
$6.88M 0.32%
703,122
2 3
4
5 6