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
$1.64B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$49.2M
2
+$14.2M
3
+$11.1M
4
ESE icon
ESCO Technologies
ESE
+$8.95M
5
SITM icon
SiTime
SITM
+$8.68M

Top Sells

1
+$33.1M
2
+$31.2M
3
+$22.7M
4
BPMC
Blueprint Medicines
BPMC
+$22.1M
5
CRS icon
Carpenter Technology
CRS
+$17.7M

Sector Composition

1 Technology 26.71%
2 Healthcare 21.58%
3 Industrials 16.91%
4 Financials 15.83%
5 Consumer Discretionary 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SVRA icon
101
Savara
SVRA
$726M
$4.99M 0.3%
2,186,404
+171,948
SYRE icon
102
Spyre Therapeutics
SYRE
$1.72B
$4.93M 0.3%
329,430
-59,992
WSBC icon
103
WesBanco
WSBC
$3B
$4.45M 0.27%
140,653
+19,631
MPB icon
104
Mid Penn Bancorp
MPB
$640M
$4.44M 0.27%
157,538
+1,200
SLDE
105
Slide Insurance Holdings
SLDE
$1.85B
$4.39M 0.27%
+202,530
FWRG icon
106
First Watch Restaurant Group
FWRG
$1.14B
$4.15M 0.25%
+258,538
SWIM icon
107
Latham Group
SWIM
$883M
$4.1M 0.25%
642,554
+448,972
AII
108
American Integrity Insurance
AII
$442M
$4.04M 0.25%
+219,510
NVCR icon
109
NovoCure
NVCR
$1.57B
$3.91M 0.24%
219,584
-104,376
FFIN icon
110
First Financial Bankshares
FFIN
$4.59B
$3.67M 0.22%
101,872
INR
111
Infinity Natural Resources
INR
$174M
$3.31M 0.2%
180,688
-29,891
GBFH
112
GBank Financial Holdings
GBFH
$557M
$3.09M 0.19%
87,189
+82,711
CADE icon
113
Cadence Bank
CADE
$6.63B
$2.96M 0.18%
+92,703
OMDA
114
Omada Health Inc
OMDA
$1.41B
$2.95M 0.18%
+161,227
SPT icon
115
Sprout Social
SPT
$664M
$2.79M 0.17%
133,395
UTZ icon
116
Utz Brands
UTZ
$1.09B
$2.72M 0.17%
217,010
NVDA icon
117
NVIDIA
NVDA
$4.32T
$2.71M 0.16%
17,124
-226
INSM icon
118
Insmed
INSM
$33.9B
$2.56M 0.16%
25,424
-328,407
MCB icon
119
Metropolitan Bank Holding Corp
MCB
$788M
$2.5M 0.15%
35,673
-784
ZVIA icon
120
Zevia
ZVIA
$173M
$2.45M 0.15%
761,700
+380,693
BHVN icon
121
Biohaven
BHVN
$1.77B
$2.44M 0.15%
172,999
-65,362
PAL
122
Proficient Auto Logistics
PAL
$184M
$2.35M 0.14%
323,289
NBN icon
123
Northeast Bank
NBN
$812M
$2.16M 0.13%
24,238
MSFT icon
124
Microsoft
MSFT
$3.87T
$2.04M 0.12%
4,108
-212
CBLL
125
CeriBell Inc
CBLL
$485M
$1.84M 0.11%
98,185
+20,350
3 4
5
6 7