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
$1.41B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$12.1M
3 +$8.52M
4
EVER icon
EverQuote
EVER
+$8.38M
5
ETNB icon
89bio
ETNB
+$7.87M

Top Sells

1 +$46.7M
2 +$23.8M
3 +$11.3M
4
NOG icon
Northern Oil and Gas
NOG
+$10.3M
5
FTAI icon
FTAI Aviation
FTAI
+$9.67M

Sector Composition

1 Healthcare 25.88%
2 Technology 20.59%
3 Financials 17.37%
4 Industrials 17.28%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOOD icon
176
Robinhood
HOOD
$113B
$226K 0.02%
+5,419
NCLH icon
177
Norwegian Cruise Line
NCLH
$10.8B
$211K 0.02%
+11,143
TTI icon
178
TETRA Technologies
TTI
$1B
$204K 0.01%
60,759
-7,379
PANW icon
179
Palo Alto Networks
PANW
$144B
$193K 0.01%
1,133
-371
FRME icon
180
First Merchants
FRME
$2.12B
$193K 0.01%
4,767
FITB icon
181
Fifth Third Bancorp
FITB
$27.6B
$178K 0.01%
4,530
WTTR icon
182
Select Water Solutions
WTTR
$1.2B
$171K 0.01%
+16,320
NOW icon
183
ServiceNow
NOW
$194B
$171K 0.01%
+215
GBFH
184
GBank Financial Holdings
GBFH
$556M
$167K 0.01%
4,478
AUB icon
185
Atlantic Union Bankshares
AUB
$4.85B
$165K 0.01%
5,295
TWFG
186
TWFG Inc
TWFG
$382M
$151K 0.01%
4,900
PINS icon
187
Pinterest
PINS
$22.4B
$151K 0.01%
4,883
+836
ASML icon
188
ASML
ASML
$393B
$142K 0.01%
214
+53
TSLA icon
189
Tesla
TSLA
$1.46T
$139K 0.01%
535
-62
DASH icon
190
DoorDash
DASH
$108B
$137K 0.01%
+747
MTB icon
191
M&T Bank
MTB
$28.5B
$130K 0.01%
727
MTZ icon
192
MasTec
MTZ
$15.5B
$127K 0.01%
+1,086
HOMB icon
193
Home BancShares
HOMB
$5.32B
$121K 0.01%
4,282
UBSI icon
194
United Bankshares
UBSI
$5.02B
$120K 0.01%
+3,472
BRKL
195
DELISTED
Brookline Bancorp
BRKL
$119K 0.01%
10,923
MDB icon
196
MongoDB
MDB
$26.4B
$112K 0.01%
641
-76
ALAB icon
197
Astera Labs
ALAB
$25.7B
$106K 0.01%
1,781
+1,077
GENI icon
198
Genius Sports
GENI
$2.82B
$97.9K 0.01%
9,777
+3,112
ORCL icon
199
Oracle
ORCL
$777B
$96.5K 0.01%
690
-81
TTWO icon
200
Take-Two Interactive
TTWO
$47.1B
$80.6K 0.01%
+389