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Emerald Growth Fund Institutional Class (FGROX)

US Funds

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22.77 +0.36 +1.61%

01/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 671.16M

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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	1.08	1.14	0.06
Shares	98.92	98.92	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.99	22.45
Price to Book	3.52	3.20
Price to Sales	2.43	2.19
Price to Cash Flow	11.97	12.53
Dividend Yield	0.49	0.64
5 Years Earnings Growth	15.50	14.34

Sector Allocation

Name	Net %	Category Average
Healthcare	26.76	20.27
Technology	22.41	24.04
Industrials	19.30	20.26
Financial Services	14.60	9.89
Consumer Cyclical	6.57	11.34
Consumer Defensive	5.15	4.44
Energy	3.21	3.72
Communication Services	1.26	2.19
Real Estate	0.75	2.98

Region Allocation

Equities

North America
Asia

Developed Markets

Top Holdings

Number of long holdings: 123

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
F/m Emerald Life Sciences Innovation ETF	-	5.45	-	-
Credo Technology Holding	KYG254571055	2.88	48.62	+6.76%
FTAI Aviation	KYG3730V1059	2.80	92.94	+6.96%
Freshpet Inc	US3580391056	2.37	76.63	+5.38%
Chart Industries	US16115Q3083	2.24	158.12	+4.40%
Palomar	US69753M1053	2.12	151.60	+5.24%
Skyward Specialty Insurance	US8309401029	1.83	58.10	+8.46%
Insmed	US4576693075	1.81	72.97	+0.45%
Carpenter Technology	US1442851036	1.75	213.38	+5.46%
Q2 Holdings	US74736L1098	1.66	80.62	+1.86%

Top Equity Funds by Emerald

Name	Total Assets	YTD%	3Y%	10Y%
Emerald Growth Investor	78.04M	4.11	8.77	10.10
Emerald Growth A	56.47M	19.13	2.09	9.43
Emerald Banking and Finance Instl	19.83M	27.25	-16.28	5.61
Emerald Banking and Finance A	18.38M	16.41	-15.95	4.01
Emerald Banking and Finance Investo	5.74M	4.01	-10.19	5.14

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