EI
| |
Emerald Insights Fund | EFCAXMutual Fund | |
| FINANCIAL INVESTORS TRUST | |
| Last update 2025-06-27 | 64 Stocks (10 new) |
| Value $18.00 Mil | Turnover 12 % |
Emerald Insights Fund Top Holdings of 2025-04-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 16,499 | 1,797.1 | -11.93% | 9.790 | -1.10% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 4,108 | 1,623.7 | -19.84% | 8.850 | -1.73% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 5,639 | 1,198.3 | -28.48% | 6.530 | -2.17% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 5,684 | 1,048.2 | -15.18% | 5.710 | -0.99% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 5,949 | 944.7 | -15.18% | 5.150 | -0.89% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
META | Meta Platforms Inc | 1,483 | 814.2 | -15.06% | 4.440 | -0.74% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
AVGO | Broadcom Inc | 3,596 | 692.1 | -8.82% | 3.770 | -0.32% | 0.000 | +79.10% | +19.33% | 1,294,301.1 | Semiconductors | |
LLY | Eli Lilly and Co | 403 | 362.3 | -14.62% | 1.970 | -0.23% | 0.000 | -0.86% | +1.50% | 700,835.3 | Drug Manufacturers | |
NFLX | Netflix Inc | 318 | 359.9 | -14.75% | 1.960 | -0.22% | 0.000 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
BBIO | BridgeBio Pharma Inc | 9,316 | 357.4 | -7.68% | 1.950 | -0.11% | 0.000 | +29.12% | +60.31% | 8,352.9 | Biotechnology |
Emerald Insights Fund's Historical Top Holdings Breakdowns
Emerald Insights Fund's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-04-30 | Reduce Reduce | -2.17% | 172.42 ($220.47) 247.1 | $213.55 | -3.14% | Reduce -28.48% | 5,639 | -2,245 | |
MSFT | Microsoft Corp | 2025-04-30 | Reduce Reduce | -1.73% | 354.56 ($391.17) 416.13 | $498.84 | 27.53% | Reduce -19.84% | 4,108 | -1,017 | |
TREE | LendingTree Inc | 2025-04-30 | Reduce Reduce | -1.24% | 38.14 ($46.31) 55.58 | $38.76 | -16.30% | Reduce -70.05% | 2,890 | -6,760 | |
CHDN | Churchill Downs Inc | 2025-04-30 | Sold Out Sold Out | -1.17% | 87.99 ($110.53) 123.9 | $105.30 | -4.73% | Sold Out | 0 | -2,304 | |
NVDA | NVIDIA Corp | 2025-04-30 | Reduce Reduce | -1.10% | 94.31 ($116.53) 140.11 | $159.34 | 36.74% | Reduce -11.93% | 16,499 | -2,236 | |
AMZN | Amazon.com Inc | 2025-04-30 | Reduce Reduce | -0.99% | 167.32 ($201.66) 242.06 | $223.41 | 10.79% | Reduce -15.18% | 5,684 | -1,017 | |
EE | Excelerate Energy Inc | 2025-04-30 | New Buy New Buy | +0.97% | 24.7 ($28.3) 31.71 | $28.95 | 2.30% | New holding | 6,926 | 6,926 | |
KKR | KKR & Co Inc | 2025-04-30 | Sold Out Sold Out | -0.94% | 92.79 ($121.54) 167.07 | $138.60 | 14.04% | Sold Out | 0 | -1,377 | |
SEI | Solaris Energy Infrastructure Inc | 2025-04-30 | Add Add | +0.90% | 15.96 ($24.09) 35.96 | $32.66 | 35.57% | Add 155.5% | 12,816 | 7,800 | |
GOOGL | Alphabet Inc | 2025-04-30 | Reduce Reduce | -0.89% | 144.7 ($168.14) 206.38 | $179.53 | 6.77% | Reduce -15.18% | 5,949 | -1,065 |
Emerald Insights Fund Total Holding History ($B)
Emerald Insights Fund's Asset Allocation
Emerald Insights Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Emerald Insights Fund's Hypothetical Growth since 2025-04-30
Emerald Insights Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Emerald Insights Fund's Holdings Heat Map
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Emerald Insights Fund's Holdings Bubble Chart
Emerald Insights Fund News
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