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
$2.12B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.1M
3
+$12.7M
4
JACK icon
Jack in the Box
JACK
+$12.5M
5
AZEK
The AZEK Co
AZEK
+$12.4M

Top Sells

1
+$26.2M
2
+$21.2M
3
+$20.6M
4
CHGG icon
Chegg
CHGG
+$19.9M
5
TDOC icon
Teladoc Health
TDOC
+$17.3M

Sector Composition

1 Healthcare 22.31%
2 Industrials 14.74%
3 Consumer Discretionary 13.37%
4 Technology 13.35%
5 Financials 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$402K 0.02%
+73,170
202
$400K 0.02%
42,120
-1,320
203
$388K 0.02%
10,973
+143
204
$381K 0.02%
+25,460
205
$378K 0.02%
+41,880
206
$369K 0.02%
+28,390
207
$358K 0.02%
30,560
208
$357K 0.02%
+6,930
209
$348K 0.02%
+40,060
210
$338K 0.02%
+1,942
211
$336K 0.02%
25,267
212
$328K 0.02%
+58,710
213
$323K 0.02%
+35,460
214
$309K 0.01%
+6,630
215
$308K 0.01%
+31,420
216
$303K 0.01%
+5,054
217
$300K 0.01%
+8,460
218
$295K 0.01%
+42,030
219
$294K 0.01%
9,520
-12,380
220
$291K 0.01%
+29,930
221
$290K 0.01%
+15,030
222
$285K 0.01%
+30,800
223
$264K 0.01%
+1,163
224
$255K 0.01%
+8,420
225
$236K 0.01%
1,223
-39
7 8
9
10 11