EMFAT
Emerald Mutual Fund Advisers Trust Portfolio holdings
AUM
$1.64B
1-Year Return
51.67%
This Quarter Return
-6.82%
1 Year Return
+51.67%
3 Year Return
+272.14%
5 Year Return
+503.14%
10 Year Return
+2,013.48%
AUM
$1.53B
AUM Growth
+$235M
(+18%)
Cap. Flow
+$354M
Cap. Flow
% of AUM
23.16%
Top 10 Holdings %
Top 10 Hldgs %
16.93%
Holding
300
New
46
Increased
128
Reduced
45
Closed
26
Top Buys
| 1 |
Live Oak Bancshares
LOB
|
$13.8M |
| 2 |
CSOD
Cornerstone OnDemand, Inc.
CSOD
|
$13.3M |
| 3 |
PVTB
PrivateBancorp Inc
PVTB
|
$11.4M |
| 4 |
Bank OZK
OZK
|
$9.05M |
| 5 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$8.41M |
Top Sells
| 1 |
Assertio
ASRT
|
$15.7M |
| 2 |
HEICO
HEI
|
$5.69M |
| 3 |
Ultragenyx Pharmaceutical
RARE
|
$5.36M |
| 4 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$5.22M |
| 5 |
Inogen
INGN
|
$4.08M |
Sector Composition
| 1 | Financials | 25.38% |
| 2 | Technology | 17.84% |
| 3 | Healthcare | 13.95% |
| 4 | Consumer Discretionary | 11.72% |
| 5 | Industrials | 10.43% |
