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
$266M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.19M
3
+$4.31M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
HD icon
Home Depot
HD
+$2.3M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$5.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 6.52%
3 Financials 6.17%
4 Energy 4.13%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.12%
+3,609
227
$330K 0.12%
1,596
+97
228
$330K 0.12%
+6,963
229
$329K 0.12%
2,270
+598
230
$327K 0.12%
+11,687
231
$326K 0.12%
14,622
-1,059
232
$324K 0.12%
+4,398
233
$324K 0.12%
13,454
+18
234
$323K 0.12%
4,395
235
$323K 0.12%
217
+26
236
$323K 0.12%
+2,042
237
$320K 0.12%
+12,685
238
$319K 0.12%
2,744
+2,429
239
$314K 0.12%
+3,821
240
$314K 0.12%
4,666
-624
241
$314K 0.12%
5,810
+810
242
$314K 0.12%
3,656
+2,609
243
$313K 0.12%
+9,230
244
$312K 0.12%
+1,252
245
$312K 0.12%
+4,912
246
$307K 0.12%
4,147
-2
247
$306K 0.12%
15,906
-231,448
248
$303K 0.11%
39,589
+29,143
249
$302K 0.11%
2,315
+1,761
250
$301K 0.11%
2,031
+98
8 9
10
11 12