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
$2.76B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.1M
3
+$16.6M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$15.5M
5
RPD icon
Rapid7
RPD
+$15.3M

Top Sells

1
+$39.1M
2
+$24.8M
3
+$24.1M
4
APOG icon
Apogee Enterprises
APOG
+$23.3M
5
SAGE
Sage Therapeutics
SAGE
+$20.4M

Sector Composition

1 Financials 29.3%
2 Healthcare 14.55%
3 Technology 13.93%
4 Industrials 12.27%
5 Consumer Discretionary 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.96M 0.07%
42,222
202
$1.7M 0.06%
8,930
203
$1.6M 0.06%
116,046
204
$1.57M 0.06%
+42,460
205
$1.57M 0.06%
+59,000
206
$1.53M 0.06%
+372,420
207
$1.42M 0.05%
+7,300
208
$1.31M 0.05%
65,781
209
$1.17M 0.04%
52,286
210
$1M 0.04%
32,000
211
$886K 0.03%
153,781
212
$598K 0.02%
7,040
213
$539K 0.02%
5,465
214
$475K 0.02%
10,260
215
$365K 0.01%
1,878
216
$324K 0.01%
5,740
217
$240K 0.01%
3,109
-84,987
218
$236K 0.01%
5,764
219
$100K ﹤0.01%
12,540
+2,445
220
$89K ﹤0.01%
20,933
221
$58K ﹤0.01%
13,400
-1,601,035
222
$47K ﹤0.01%
+1,091
223
– –
-536,961
224
– –
-1,958
225
– –
-100,000
7 8
9
10 11