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
126
$3.1M 0.15%
221,529
127
$2.99M 0.14%
83,618
-50,000
128
$2.98M 0.14%
178,184
-161
129
$2.81M 0.13%
+1,607,735
130
$2.56M 0.12%
756,810
+171,782
131
$2.37M 0.11%
96,366
-41,670
132
$2.34M 0.11%
+30,060
133
$2.26M 0.11%
6,167
134
$2.23M 0.11%
127,216
+30,476
135
$2.18M 0.1%
136,703
-253
136
$2.08M 0.1%
75,145
-6,747
137
$2.01M 0.09%
122,502
138
$1.97M 0.09%
71,032
139
$1.75M 0.08%
213,700
-36,300
140
$1.74M 0.08%
165,534
-3,392
141
$1.7M 0.08%
136,720
+35,230
142
$1.67M 0.08%
115,147
143
$1.62M 0.08%
+81,700
144
$1.61M 0.08%
10,353
145
$1.59M 0.08%
622,049
+25,000
146
$1.58M 0.07%
+32,105
147
$1.47M 0.07%
44,418
-46,522
148
$1.41M 0.07%
41,190
149
$1.35M 0.06%
84,220
150
$1.27M 0.06%
11,842
-5,610
4 5
6
7 8