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
1
$68.1M 3.21%
1,012,436
-296,033
2
$57.1M 2.7%
682,917
-607
3
$41.2M 1.95%
741,837
-371,444
4
$40.8M 1.93%
628,016
-325,214
5
$40.8M 1.92%
612,408
+53,448
6
$40.6M 1.92%
1,309,668
+114,653
7
$38M 1.8%
443,554
+44,233
8
$35.2M 1.66%
1,195,098
+124,059
9
$34.8M 1.64%
682,922
+23,500
10
$32.1M 1.52%
439,148
-73,251
11
$31.8M 1.5%
2,031,604
+69,550
12
$31.7M 1.5%
403,503
+13,105
13
$31M 1.46%
1,552,731
+43,559
14
$30.6M 1.45%
891,283
+260,405
15
$30.4M 1.44%
1,638,334
+52,230
16
$29.8M 1.41%
782,044
+40,500
17
$29.3M 1.38%
1,242,583
+194,035
18
$28.2M 1.33%
3,041,220
-246,176
19
$27.9M 1.32%
1,765,725
+17,215
20
$27.9M 1.32%
357,302
-6,470
21
$27.5M 1.3%
371,179
+168,816
22
$25.7M 1.21%
738,362
+148,359
23
$25.6M 1.21%
423,174
+23,296
24
$24.9M 1.18%
322,483
-51,810
25
$23.7M 1.12%
1,312,186
+52,950
1
2 3 4 5