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
$2.26B
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$19.3M
3
+$19M
4
CUTR
Cutera, Inc.
CUTR
+$16M
5
CRS icon
Carpenter Technology
CRS
+$15.8M

Top Sells

1
+$25.6M
2
+$23.8M
3
+$20.5M
4
WGO icon
Winnebago Industries
WGO
+$19.3M
5
ONTO icon
Onto Innovation
ONTO
+$18.5M

Sector Composition

1 Technology 20.57%
2 Financials 18.39%
3 Healthcare 18.05%
4 Industrials 15.09%
5 Consumer Discretionary 14.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.3M 0.5%
+156,188
77
$11M 0.49%
406,546
-39,635
78
$10.6M 0.47%
373,127
-31,602
79
$10.4M 0.46%
484,171
-1,190,611
80
$10.3M 0.46%
535,833
-49,547
81
$10.3M 0.46%
167,014
-41,056
82
$9.76M 0.43%
506,358
-34,006
83
$9.65M 0.43%
1,043,562
+1,029,452
84
$9.64M 0.43%
340,322
-86,432
85
$9.64M 0.43%
+43,563
86
$9.26M 0.41%
540,128
-26,491
87
$9.23M 0.41%
471,681
-103,290
88
$9.17M 0.41%
138,238
-50,070
89
$9.13M 0.4%
751,272
-23,443
90
$9.12M 0.4%
548,926
-69,175
91
$9.05M 0.4%
835,904
-54,972
92
$8.79M 0.39%
134,558
-12,072
93
$8.45M 0.37%
28,785
94
$8.42M 0.37%
299,493
+210,002
95
$8.27M 0.37%
548,222
-15,265
96
$8.23M 0.36%
179,974
97
$8.05M 0.36%
+76,686
98
$7.9M 0.35%
202,968
-3,999
99
$7.54M 0.33%
455,816
+68,266
100
$7.34M 0.32%
272,405
-28,087
2 3
4
5 6