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
$1.6B
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 14.11%
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
1
$46.8M 2.94%
1,308,469
-235,048
2
$43.7M 2.74%
683,524
-102,373
3
$38.2M 2.39%
953,230
-333,466
4
$33M 2.07%
1,195,015
-253,233
5
$33M 2.07%
1,113,281
-72,235
6
$30.7M 1.92%
374,293
+30,578
7
$30.5M 1.92%
1,586,104
+193,021
8
$28.8M 1.8%
558,960
-50,202
9
$28.6M 1.79%
659,422
-32,393
10
$27.9M 1.75%
390,398
-13,912
11
$27.2M 1.7%
1,962,054
+31,602
12
$26.2M 1.64%
657,189
-192,614
13
$25.7M 1.61%
1,509,172
-62,972
14
$24.7M 1.55%
1,748,510
-197,200
15
$23.5M 1.47%
235,740
-3,500
16
$23.2M 1.46%
399,321
+115,282
17
$22.7M 1.43%
1,071,039
-327,756
18
$21.3M 1.34%
339,393
-15,250
19
$21.3M 1.33%
+363,772
20
$20.7M 1.3%
3,287,396
+793,765
21
$20.6M 1.29%
355,145
+8,727
22
$19.5M 1.22%
399,878
-199,264
23
$19.3M 1.21%
368,788
+41,164
24
$17.9M 1.12%
427,078
+49,303
25
$17.7M 1.11%
125,877
-49,274
1
2 3 4 5