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EMFAT

Emerald Mutual Fund Advisers Trust Portfolio holdings

AUM $2.06B
1-Year Est. Return 106.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+106.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12M
3
+$9.93M
4
CUBI icon
Customers Bancorp
CUBI
+$9.54M
5
HIMS icon
Hims & Hers Health
HIMS
+$9.39M

Top Sells

1
+$18.9M
2
+$16.7M
3
+$14.6M
4
BBIO icon
BridgeBio Pharma
BBIO
+$11.4M
5
IDCC icon
InterDigital
IDCC
+$11.2M

Sector Composition

1 Technology 27.97%
2 Healthcare 21.05%
3 Industrials 19.92%
4 Financials 12.78%
5 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.4M 3.07%
1,997,035
2
$53.6M 2.77%
586,783
-261,155
3
$50.9M 2.63%
349,619
-154,237
4
$44.6M 2.3%
141,558
-268
5
$40.8M 2.1%
391,215
-24,907
6
$35.1M 1.81%
609,368
-203,183
7
$35.1M 1.81%
215,680
-26,407
8
$34.7M 1.79%
556,009
+140,235
9
$34.6M 1.79%
409,435
+197,433
10
$33.3M 1.72%
234,076
+48,506
11
$31.9M 1.65%
555,882
+12,900
12
$29.7M 1.54%
98,689
+9,492
13
$28.9M 1.49%
341,262
-22,764
14
$28.7M 1.48%
1,200,942
+59,514
15
$28.4M 1.47%
372,780
-50,766
16
$28.2M 1.46%
966,266
+129,907
17
$26.8M 1.38%
238,438
-17,205
18
$26.7M 1.38%
357,098
-9,631
19
$26M 1.34%
336,058
+72,840
20
$25.7M 1.33%
379,900
-25,751
21
$25.5M 1.31%
618,574
+14,700
22
$24M 1.24%
65,816
-20,167
23
$23.8M 1.23%
185,623
24
$22.5M 1.16%
135,516
+3,100
25
$21.7M 1.12%
205,857
+23,791
1
2 3 4 5