EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.94B
1-Year Est. Return 76.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Sells

1 +$19.7M
2 +$16.4M
3 +$14.4M
4
IOSP icon
Innospec
IOSP
+$11.9M
5
HEES
H&E Equipment Services
HEES
+$9.64M

Sector Composition

1 Healthcare 19.62%
2 Financials 17.87%
3 Consumer Discretionary 15.83%
4 Industrials 15.34%
5 Technology 12.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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