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
101
$6.84M 0.32%
104,093
+5,540
102
$6.48M 0.31%
435,196
+105,930
103
$6.28M 0.3%
+110,804
104
$6.27M 0.3%
70,013
-165,727
105
$6.03M 0.28%
995,838
+67,561
106
$5.95M 0.28%
401,505
+43,644
107
$5.71M 0.27%
+169,168
108
$5.68M 0.27%
66,169
109
$5.57M 0.26%
112,917
-47,780
110
$5.16M 0.24%
526,186
-250,377
111
$4.88M 0.23%
+99,390
112
$4.56M 0.22%
420,251
-78,074
113
$4.55M 0.21%
184,790
114
$4.51M 0.21%
107,060
-3,601
115
$4.37M 0.21%
301,632
+43,070
116
$4.18M 0.2%
172,206
-57,600
117
$4.03M 0.19%
49,435
-27,756
118
$4M 0.19%
+336,543
119
$4M 0.19%
95,670
120
$3.86M 0.18%
+57,980
121
$3.79M 0.18%
240,975
+121,360
122
$3.68M 0.17%
648,682
123
$3.44M 0.16%
258,661
+1,570
124
$3.28M 0.15%
313,352
+87,583
125
$3.15M 0.15%
208,477
3 4
5
6 7