EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.94B
1-Year Est. Return 76.2%
This Quarter Est. Return
1 Year Est. Return
+76.2%
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 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.06%
+179,540
152
$1.25M 0.06%
34,350
153
$1.23M 0.06%
+25,815
154
$1.21M 0.06%
162,320
+101,470
155
$1.1M 0.05%
+53,090
156
$1.06M 0.05%
128,910
157
$1.05M 0.05%
53
158
$1.05M 0.05%
129,090
+36,990
159
$1.01M 0.05%
7,300
+240
160
$1M 0.05%
33,970
161
$985K 0.05%
37,525
+9,377
162
$979K 0.05%
68,430
163
$977K 0.05%
54,494
-97,897
164
$966K 0.05%
+109,040
165
$963K 0.05%
10,560
+1,360
166
$950K 0.04%
70,000
167
$945K 0.04%
120,870
-96,520
168
$931K 0.04%
36,900
+5,360
169
$928K 0.04%
21,270
+3,150
170
$926K 0.04%
+27,245
171
$923K 0.04%
44,980
+9,290
172
$918K 0.04%
24,098
+13,248
173
$908K 0.04%
+91,210
174
$904K 0.04%
+100,270
175
$898K 0.04%
+17,920
5 6
7
8 9