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
251
$299K 0.11%
1,202
-1
252
$297K 0.11%
+11,231
253
$293K 0.11%
5,082
+626
254
$293K 0.11%
1,231
-4,818
255
$291K 0.11%
9,515
-115
256
$291K 0.11%
+3,864
257
$290K 0.11%
6,840
+6,264
258
$284K 0.11%
1,633
-3,552
259
$283K 0.11%
738
-157
260
$281K 0.11%
5,855
-88
261
$281K 0.11%
2,290
262
$278K 0.1%
+2,713
263
$275K 0.1%
2,677
-4,833
264
$274K 0.1%
+15,381
265
$273K 0.1%
+36
266
$273K 0.1%
2,545
+66
267
$272K 0.1%
10,246
+803
268
$271K 0.1%
5,557
-10,080
269
$267K 0.1%
5,485
+67
270
$266K 0.1%
+8,198
271
$261K 0.1%
+11,023
272
$260K 0.1%
995
-208
273
$260K 0.1%
13,583
-202
274
$259K 0.1%
1,838
+248
275
$259K 0.1%
+1,072
9 10
11
12 13