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
301
$214K 0.08%
401
+1
302
$208K 0.08%
+148,491
303
$207K 0.08%
+9,262
304
$204K 0.08%
3,708
305
$204K 0.08%
3,140
-36
306
$203K 0.08%
875
-150
307
$201K 0.08%
+5,729
308
$180K 0.07%
+14,856
309
$159K 0.06%
+26,221
310
$149K 0.06%
+50,324
311
$147K 0.06%
15,119
+388
312
$138K 0.05%
+10,080
313
$138K 0.05%
11,689
+9,822
314
$136K 0.05%
+18,612
315
$134K 0.05%
+19,866
316
$130K 0.05%
+38,280
317
$124K 0.05%
10,000
318
$123K 0.05%
+25,955
319
$113K 0.04%
14,314
+225
320
$112K 0.04%
+37,436
321
$110K 0.04%
+13,742
322
$109K 0.04%
45,716
-1,359
323
$105K 0.04%
+20,382
324
$99K 0.04%
18,504
-1,116
325
$93.5K 0.04%
+19,993
11 12
13
14 15