EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $2.05B
1-Year Est. Return 80.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+80.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.5M
3
+$10.7M
4
CDMO
Avid Bioservices, Inc. Common Stock
CDMO
+$10.5M
5
EVER icon
EverQuote
EVER
+$9.8M

Top Sells

1
+$23.1M
2
+$19.2M
3
+$19.1M
4
VAL icon
Valaris
VAL
+$16M
5
MDGL icon
Madrigal Pharmaceuticals
MDGL
+$13.8M

Sector Composition

1 Healthcare 24.16%
2 Technology 23.77%
3 Industrials 21.58%
4 Financials 14.39%
5 Consumer Discretionary 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.01%
935
177
$252K 0.01%
1,401
178
$249K 0.01%
3,312
+860
179
$248K 0.01%
9,875
180
$248K 0.01%
12,378
+3,285
181
$246K 0.01%
5,279
182
$243K 0.01%
15,631
-17,011
183
$238K 0.01%
864
-182
184
$237K 0.01%
878
185
$236K 0.01%
+17,299
186
$235K 0.01%
7,371
187
$231K 0.01%
74,560
-848,825
188
$213K 0.01%
661
189
$200K 0.01%
3,479
190
$199K 0.01%
5,295
191
$194K 0.01%
4,530
192
$192K 0.01%
10,646
193
$191K 0.01%
731
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194
$189K 0.01%
1,444
195
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4,767
196
$177K 0.01%
1,820
197
$173K 0.01%
672
198
$164K 0.01%
2,841
199
$160K 0.01%
2,250
200
$158K 0.01%
+4,317
6 7
8
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