EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.07M
3
+$1M
4
AMGN icon
Amgen
AMGN
+$899K
5
CB icon
Chubb
CB
+$857K

Top Sells

1
+$907K
2
+$810K
3
+$798K
4
MET icon
MetLife
MET
+$797K
5
GRMN icon
Garmin
GRMN
+$793K

Sector Composition

1 Technology 16.83%
2 Financials 8.14%
3 Consumer Discretionary 5.7%
4 Communication Services 4.01%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$262K 0.08%
+3,526
277
$260K 0.08%
2,374
-466
278
$257K 0.08%
1,256
279
$256K 0.08%
+5,000
280
$255K 0.08%
5,538
-59
281
$254K 0.08%
7,486
-190
282
$248K 0.08%
+2,653
283
$247K 0.08%
1,694
+37
284
$244K 0.08%
7,278
-172
285
$242K 0.07%
6,094
-38
286
$239K 0.07%
2,415
+382
287
$229K 0.07%
1,506
288
$227K 0.07%
7,565
289
$225K 0.07%
3,079
290
$223K 0.07%
+2,594
291
$223K 0.07%
1,293
+183
292
$221K 0.07%
1,075
-835
293
$218K 0.07%
+7,882
294
$217K 0.07%
+2,343
295
$215K 0.07%
940
-12
296
$215K 0.07%
+9,007
297
$213K 0.07%
+266
298
$213K 0.07%
+2,189
299
$209K 0.06%
709
-763
300
$208K 0.06%
+1,142
10 11
12
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