EAM

Empirical Asset Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.48M
3
+$3.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.66M
5
HD icon
Home Depot
HD
+$3.65M

Top Sells

1
+$938K
2
+$929K
3
+$864K
4
AOS icon
A.O. Smith
AOS
+$844K
5
TJX icon
TJX Companies
TJX
+$734K

Sector Composition

1 Technology 17.56%
2 Consumer Discretionary 7.23%
3 Financials 6.24%
4 Energy 4.95%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$250K 0.12%
+688
227
$248K 0.12%
+559
228
$247K 0.12%
+5,418
229
$245K 0.12%
+2,334
230
$242K 0.12%
+682
231
$240K 0.12%
+244,950
232
$240K 0.12%
+614
233
$239K 0.12%
+191
234
$238K 0.12%
9,443
+323
235
$238K 0.11%
+1,250
236
$237K 0.11%
+5,185
237
$236K 0.11%
+243
238
$236K 0.11%
+7,510
239
$234K 0.11%
+1,400
240
$231K 0.11%
+2,413
241
$231K 0.11%
2,090
+17
242
$228K 0.11%
+1,731
243
$227K 0.11%
3,731
+101
244
$227K 0.11%
3,176
-1
245
$226K 0.11%
+1,847
246
$224K 0.11%
3,708
247
$223K 0.11%
+34,198
248
$222K 0.11%
+400
249
$221K 0.11%
+3,079
250
$221K 0.11%
1,025
-290
8 9
10
11 12