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Emerald Growth Fund Institutional Class (FGROX)

US Funds

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26.84 -0.14 -0.52%

31/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 813.31M

Type: Fund

Market: United States

Issuer: Emerald

Asset Class: Equity

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FGROX Holdings

Comprehensive information about top holdings and Key Holding Information for the Emerald Growth Institutional (FGROX) fund. Our Emerald Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.61	0.69	0.08
Stocks	99.39	99.39	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.76	22.92
Price to Book	3.78	3.31
Price to Sales	2.97	2.29
Price to Cash Flow	15.40	12.87
Dividend Yield	0.55	0.63
5 Years Earnings Growth	10.48	14.37

Sector Allocation

Name	Net %	Category Average
Healthcare	26.73	20.38
Technology	24.18	24.10
Industrials	19.46	20.44
Financial Services	14.14	9.59
Consumer Cyclical	6.00	11.32
Consumer Defensive	5.26	4.13
Energy	2.81	3.74
Real Estate	0.76	3.07
Communication Services	0.67	2.12

Region Allocation

Equities

North America
Latin America
Asia

Developed Markets

Top Holdings

Number of long holdings: 120

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
F/m Emerald Life Sciences Innovation ETF	-	5.07	-	-
FTAI Aviation	KYG3730V1059	3.51	100.53	-2.73%
Freshpet Inc	US3580391056	2.94	159.95	-1.62%
Credo Technology Group Holding Ltd	-	2.81	-	-
Q2 Holdings	US74736L1098	2.31	95.17	-2.59%
Palomar	US69753M1053	2.04	107.87	+0.40%
Chart Industries	US16115Q3083	1.97	211.59	+0.07%
Kratos Defense&Security	US50077B2079	1.93	33.37	-0.83%
Skyward Specialty Insurance	US8309401029	1.85	44.28	+1.28%
RadNet	US7504911022	1.76	65.47	-3.69%

Top Equity Funds by Emerald

Name	Total Assets	YTD%	3Y%	10Y%
Emerald Growth Investor	88.85M	28.20	4.82	10.68
Emerald Growth A	79.82M	19.13	2.09	9.43
Emerald Banking and Finance Instl	22.58M	27.25	-16.28	5.61
Emerald Banking and Finance A	21.17M	16.41	-15.95	4.01
Emerald Banking and Finance Investo	6.62M	26.75	-16.61	5.24

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Emerald Growth In.	26.84	-0.14	-0.52%