EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $1.94B
1-Year Est. Return 76.2%
This Quarter Est. Return
1 Year Est. Return
+76.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
-$853M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.5M
3
+$13.3M
4
UTHR icon
United Therapeutics
UTHR
+$10.2M
5
ONTO icon
Onto Innovation
ONTO
+$9.76M

Top Sells

1
+$22.8M
2
+$21M
3
+$20.7M
4
AEO icon
American Eagle Outfitters
AEO
+$18.4M
5
INSM icon
Insmed
INSM
+$14.7M

Sector Composition

1 Healthcare 25.65%
2 Financials 14.18%
3 Technology 14.07%
4 Industrials 13.82%
5 Consumer Staples 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$273K 0.02%
+26,750
202
$273K 0.02%
+10,830
203
$260K 0.02%
50,901
-44,000
204
$257K 0.02%
+5,826
205
$251K 0.02%
+19,400
206
$245K 0.02%
+8,980
207
$203K 0.01%
1,262
208
$190K 0.01%
20,666
+16,490
209
$137K 0.01%
+12,579
210
$130K 0.01%
10,531
+2,849
211
$64K ﹤0.01%
11,120
+3,854
212
$17K ﹤0.01%
+11,571
213
$8K ﹤0.01%
+587
214
– –
-300,100
215
– –
-1,116
216
– –
-102
217
– –
-1,250,937
218
– –
-10,340
219
– –
-1,073
220
– –
-1,002
221
– –
-90,188
222
– –
-22,535
223
– –
-137,630
224
– –
-1,109
225
– –
-747
7 8
9
10 11