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
$302M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$6.35M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.98M
5
AMZN icon
Amazon
AMZN
+$3.37M

Top Sells

1
+$1.02M
2
+$815K
3
+$745K
4
OC icon
Owens Corning
OC
+$606K
5
ANET icon
Arista Networks
ANET
+$594K

Sector Composition

1 Technology 17.99%
2 Financials 7.72%
3 Consumer Discretionary 7.22%
4 Communication Services 4.96%
5 Energy 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.1%
7,040
+3,156
227
$300K 0.1%
+33,055
228
$290K 0.1%
+6,762
229
$290K 0.1%
39,174
-495
230
$290K 0.1%
+237,326
231
$289K 0.1%
10,839
+374
232
$289K 0.1%
1,232
233
$288K 0.1%
+3,282
234
$288K 0.1%
2,315
235
$287K 0.1%
5,376
236
$286K 0.09%
2,387
+1,185
237
$286K 0.09%
2,674
+48
238
$282K 0.09%
3,644
+5
239
$282K 0.09%
5,591
-7,043
240
$278K 0.09%
+464
241
$273K 0.09%
17,509
+2,060
242
$270K 0.09%
474
+10
243
$269K 0.09%
67,584
+6,453
244
$268K 0.09%
+425
245
$266K 0.09%
+8,133
246
$265K 0.09%
5,000
-810
247
$265K 0.09%
84,191
+81,313
248
$264K 0.09%
+15,966
249
$263K 0.09%
2,241
+1,196
250
$262K 0.09%
10,531
8 9
10
11 12