EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
-1.6%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
-$8.27M
(-2.7%)
Cap. Flow
-$1.96B
Cap. Flow
% of AUM
-668.31%
Top 10 Holdings %
Top 10 Hldgs %
22%
Holding
477
New
32
Increased
107
Reduced
145
Closed
176
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
+$1.09M |
| 2 |
MetLife
MET
|
+$797K |
| 3 |
Insulet
PODD
|
+$710K |
| 4 |
Synchrony
SYF
|
+$672K |
| 5 |
Raymond James Financial
RJF
|
+$631K |
Top Sells
| 1 |
ServiceNow
NOW
|
+$164M |
| 2 |
Microsoft
MSFT
|
+$157M |
| 3 |
Apple
AAPL
|
+$118M |
| 4 |
Meta Platforms (Facebook)
META
|
+$113M |
| 5 |
Eli Lilly
LLY
|
+$106M |
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Financials | 7.23% |
| 3 | Consumer Discretionary | 6.41% |
| 4 | Communication Services | 3.88% |
| 5 | Healthcare | 3.68% |
