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
$2.26B
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$19.3M
3
+$19M
4
CUTR
Cutera, Inc.
CUTR
+$16M
5
CRS icon
Carpenter Technology
CRS
+$15.8M

Top Sells

1
+$25.6M
2
+$23.8M
3
+$20.5M
4
WGO icon
Winnebago Industries
WGO
+$19.3M
5
ONTO icon
Onto Innovation
ONTO
+$18.5M

Sector Composition

1 Technology 20.57%
2 Financials 18.39%
3 Healthcare 18.05%
4 Industrials 15.09%
5 Consumer Discretionary 14.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.2M 2.31%
469,120
-52,908
2
$51.8M 2.29%
301,580
-20,806
3
$43.6M 1.92%
392,762
-54,416
4
$42.2M 1.87%
567,556
-54,590
5
$41.2M 1.82%
1,086,337
-104,633
6
$41M 1.81%
685,031
-111,074
7
$38.5M 1.7%
349,997
-32,032
8
$37.4M 1.65%
364,704
-34,616
9
$37.4M 1.65%
786,408
-28,329
10
$37.2M 1.64%
1,052,602
-88,451
11
$35.3M 1.56%
358,406
-7,918
12
$34.8M 1.54%
1,658,077
-158,185
13
$32.5M 1.44%
348,134
-32,585
14
$32.5M 1.44%
692,326
-76,400
15
$32M 1.42%
625,999
-56,298
16
$31.4M 1.39%
653,307
-131,348
17
$31.3M 1.38%
470,059
-42,159
18
$31.2M 1.38%
173,940
-16,083
19
$31.2M 1.38%
262,890
+2,308
20
$30.3M 1.34%
200,981
-24,106
21
$29.2M 1.29%
1,086,689
-110,557
22
$29M 1.28%
1,417,868
+47,307
23
$28.6M 1.26%
655,749
-44,775
24
$28.3M 1.25%
542,695
+22,095
25
$27.2M 1.2%
425,600
-34,263
1
2 3 4 5