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
276
$259K 0.1%
10,327
-314
277
$259K 0.1%
576
-641
278
$256K 0.1%
5,126
-2,410
279
$255K 0.1%
+4,496
280
$255K 0.1%
1,629
+229
281
$252K 0.09%
13,668
+7,205
282
$251K 0.09%
2,860
+2,617
283
$248K 0.09%
+3,055
284
$244K 0.09%
+14,333
285
$242K 0.09%
5,505
-28,693
286
$241K 0.09%
2,812
+399
287
$241K 0.09%
60,006
+8,115
288
$240K 0.09%
+5,575
289
$240K 0.09%
+8,145
290
$240K 0.09%
+3,001
291
$235K 0.09%
+6,508
292
$231K 0.09%
+2,521
293
$221K 0.08%
+3,345
294
$221K 0.08%
+9,423
295
$220K 0.08%
737
+123
296
$219K 0.08%
10,473
+192
297
$219K 0.08%
3,079
298
$218K 0.08%
+10,672
299
$218K 0.08%
+7,558
300
$216K 0.08%
+4,633
10 11
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