EF

Emerald Finance & Banking Innovation Fund | HSSAX

Mutual Fund
Emerald Finance & Banking Innovation Fund
Last update 2025-06-27 62 Stocks (9 new)
Value $46.00 Mil Turnover 11 %
Countries:
Top Holdings: MCB(4.96%)CCB(4.62%)SKWD(4.50%)NBN(4.41%)AX(4.35%)
Summary Stock Picks Current Portfolio
Emerald Finance & Banking Inno... 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
MCB
Metropolitan Bank Holding Corp
36,457
2,257.8
0%
4.960
0%
0.340
+47.93%
+28.27%
798.5
Banks
CCB
Coastal Financial Corp
25,629
2,105.4
-11.15%
4.620
-0.55%
0.170
+22.81%
+20.86%
1,542.0
Banks
SKWD
Skyward Specialty Insurance Group Inc
Skyward Specialty Insurance Group Inc
38,646
2,051.7
0%
4.500
0%
0.100
+3.68%
+10.82%
2,263.0
Insurance
NBN
Northeast Bank
24,238
2,007.4
0%
4.410
0%
0.280
+15.22%
+4.60%
817.8
Banks
AX
Axos Financial Inc
31,241
1,983.2
0%
4.350
0%
0.060
+40.23%
+20.06%
4,727.4
Banks
TBBK
The Bancorp Inc
40,505
1,956.8
0%
4.300
0%
0.090
+20.30%
+11.91%
2,751.2
Banks
KNSL
Kinsale Capital Group Inc
4,028
1,753.2
0%
3.850
0%
0.020
-4.47%
+2.45%
11,100.0
Insurance
MCHB
Mechanics Bank
53
1,595.3
0%
3.500
0%
0.090
+50.18%
+54.72%
2,633.4
Banks
ESQ
Esquire Financial Holdings Inc
17,640
1,462.7
0%
3.210
0%
0.210
+38.85%
+25.34%
839.8
Banks
WTFC
Wintrust Financial Corp
13,020
1,447.4
+30.33%
3.180
+0.74%
0.020
+32.62%
+6.66%
8,829.4
Banks

Emerald Finance & Banking Innovation Fund's Historical Top Holdings Breakdowns

Emerald Finance & Banking Innovation 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
RNST
Renasant Corp
2025-04-30
New Buy
New Buy
+2.10%
●
27.68 ($34.09) 39.39
$38.14
11.88%
New holding
29,782
29,782
INBK
First Internet Bancorp
2025-04-30
Sold Out
Sold Out
-2.09%
●
20.26 ($27.55) 34.04
$28.00
1.63%
Sold Out
0
-33,746
KEY
KeyCorp
2025-04-30
Sold Out
Sold Out
-1.83%
●
13.23 ($15.92) 18.03
$18.46
15.95%
Sold Out
0
-53,343
UBSI
United Bankshares Inc
2025-04-30
New Buy
New Buy
+1.51%
●
31.5 ($35.13) 39.27
$38.41
9.34%
New holding
20,108
20,108
MOFG
MidWestOne Financial Group Inc
2025-04-30
Sold Out
Sold Out
-1.51%
●
25.39 ($29.35) 32.79
$30.69
4.57%
Sold Out
0
-25,000
WSBC
Wesbanco Inc
2025-04-30
New Buy
New Buy
+1.28%
●
26.79 ($32.06) 37.08
$33.70
5.12%
New holding
19,631
19,631
PX
P10 Inc
2025-04-30
Sold Out
Sold Out
-1.22%
●
9.48 ($11.87) 13.76
$10.75
-9.44%
Sold Out
0
-47,085
UMBF
UMB Financial Corp
2025-04-30
Add
Add
+1.18%
●
86.4 ($102.21) 117.9
$110.35
7.96%
Add 63.07%
14,712
5,690
SNV
Synovus Financial Corp
2025-04-30
Sold Out
Sold Out
-1.12%
●
38.27 ($47.51) 56.87
$55.10
15.98%
Sold Out
0
-10,408
FNB
F N B Corp
2025-04-30
Sold Out
Sold Out
-1.06%
●
11.48 ($13.81) 15.95
$15.58
12.82%
Sold Out
0
-35,331

Emerald Finance & Banking Innovation Fund Total Holding History ($B)

To

Emerald Finance & Banking Innovation Fund's Asset Allocation

To

Emerald Finance & Banking Innovation Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Emerald Finance & Banking Innovation Fund's Hypothetical Growth since 2025-04-30

Emerald Finance & Banking Innovation Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Emerald Finance & Banking Innovation Fund's Holdings Heat Map

Size field:

Emerald Finance & Banking Innovation Fund's Holdings Bubble Chart

Emerald Finance & Banking Innovation Fund News

  • 1

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