ELCSX
Emerald Small Cap Value Fund
FINANCIAL INVESTORS TRUST
Expense ratio
Net assets1
$638.34K
Holdings1
2
Category
Other
2020 return2
-6.93%

Top holdings

As of Jan. 31, 2021 · N-PORT
SecurityTickerValue% of fund
DREY-GVT CSH-I MISXX $604.09K 94.64%
POWER REIT $38.66K 6.06%
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Allocation by sector

As of January 31, 2021 · N-PORT
View portfolio breakdown →

Portfolio moves

Oct 31, 2020 → Jan 31, 2021
Opened
1
Exited
57
Increased
1
Decreased
0
Unchanged
0

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Footnotes

  1. Net assets and holdings count as of January 31, 2021, from the fund's N-PORT filing.
  2. Total return for calendar year 2020, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2020 (the latest prospectus does not yet chart this year).

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