EH

EMG Holdings Portfolio holdings

AUM $62.6M
1-Year Est. Return 5.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$11.5M
3
+$5.82M
4
ADAM
Adamas Trust
ADAM
+$3.49M
5
HOUS
Anywhere Real Estate
HOUS
+$3.12M

Top Sells

1
+$7.37M
2
+$5.48M
3
+$4.92M
4
COOP
Mr. Cooper
COOP
+$3.9M
5
COMP icon
Compass
COMP
+$931K

Sector Composition

1 Real Estate 63.12%
2 Financials 18.73%
3 Communication Services 5.74%
4 Consumer Discretionary 2.58%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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