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
126
$4.15M 0.18%
55,020
127
$4.11M 0.18%
153,281
-27,219
128
$4.02M 0.18%
977,555
+890,713
129
$3.81M 0.17%
46,663
-41,298
130
$3.49M 0.15%
73,689
-13,086
131
$3.47M 0.15%
63,160
+12,960
132
$3.14M 0.14%
32,928
133
$2.94M 0.13%
73,048
134
$2.88M 0.13%
107,990
135
$2.88M 0.13%
62,003
136
$2.23M 0.1%
371,406
-91,214
137
$2.17M 0.1%
11,410
+1,150
138
$2.15M 0.1%
12,310
-630
139
$1.96M 0.09%
+70,925
140
$1.93M 0.09%
152,074
-11,913
141
$1.9M 0.08%
6,165
-300
142
$1.8M 0.08%
40,740
143
$1.4M 0.06%
6,153
144
$1.36M 0.06%
298,396
-8,750
145
$1.24M 0.05%
45,300
-2,140
146
$1.19M 0.05%
73,480
147
$1.1M 0.05%
6,760
-120
148
$1.09M 0.05%
7,840
-140
149
$925K 0.04%
22,300
150
$531K 0.02%
2,389
+147
4 5
6
7 8