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
251
$218K 0.11%
+1,933
252
$210K 0.1%
2,088
-493
253
$209K 0.1%
+10,281
254
$206K 0.1%
+1,787
255
$203K 0.1%
+813
256
$203K 0.1%
+1,235
257
$203K 0.1%
+10,000
258
$201K 0.1%
+13,785
259
$200K 0.1%
+640
260
$176K 0.08%
+129,380
261
$174K 0.08%
+36,505
262
$149K 0.07%
+51,891
263
$137K 0.07%
14,731
+392
264
$114K 0.05%
14,089
-228
265
$82.9K 0.04%
+19,620
266
$78.8K 0.04%
+78,795
267
$74.1K 0.04%
+47,075
268
$73.1K 0.04%
+63,103
269
$66.2K 0.03%
+49,632
270
$50.5K 0.02%
+26,735
271
$25.5K 0.01%
3,050
272
$22.9K 0.01%
+22,949
273
$21.6K 0.01%
+21,620
274
$19.5K 0.01%
+19,496
275
$16.7K 0.01%
+16,714
9 10
11
12 13