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
176
$878K 0.04%
45,520
+3,610
177
$870K 0.04%
+13,900
178
$845K 0.04%
4,150
-294
179
$839K 0.04%
18,648
180
$788K 0.04%
112,560
181
$772K 0.04%
+65,510
182
$755K 0.04%
16,082
+10,256
183
$743K 0.04%
25,260
+12,620
184
$736K 0.03%
+71,470
185
$724K 0.03%
26,175
186
$721K 0.03%
+52,688
187
$695K 0.03%
+57,050
188
$691K 0.03%
53,600
189
$680K 0.03%
+73,930
190
$671K 0.03%
+33,263
191
$651K 0.03%
41,970
+22,570
192
$586K 0.03%
+26,430
193
$560K 0.03%
+50,380
194
$523K 0.02%
+13,540
195
$469K 0.02%
6,620
196
$463K 0.02%
+25,410
197
$462K 0.02%
16,140
198
$425K 0.02%
14,425
199
$410K 0.02%
+34,540
200
$406K 0.02%
14,087
+5,107