EAM

Empirical Asset Management Portfolio holdings

AUM $378M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.5M
3
+$21.3M
4
QCOM icon
Qualcomm
QCOM
+$18.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.4M

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.7M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$1.56M
5
STX icon
Seagate
STX
+$1.49M

Sector Composition

1 Technology 19.03%
2 Financials 5.62%
3 Consumer Discretionary 5.5%
4 Communication Services 4.26%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$281K 0.08%
2,076
302
$277K 0.08%
7,418
-68
303
$276K 0.08%
2,744
+329
304
$275K 0.08%
+13,948
305
$271K 0.08%
1,256
306
$271K 0.08%
6,334
+1,353
307
$269K 0.07%
+3,520
308
$268K 0.07%
+1,316
309
$266K 0.07%
12,310
+1,472
310
$266K 0.07%
5,584
+46
311
$262K 0.07%
271
+5
312
$258K 0.07%
10,040
+1,033
313
$258K 0.07%
1,298
-79
314
$256K 0.07%
9,257
+1,375
315
$256K 0.07%
+7,495
316
$250K 0.07%
6,072
-22
317
$249K 0.07%
7,340
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318
$247K 0.07%
+1,709
319
$243K 0.07%
2,594
320
$243K 0.07%
2,477
+288
321
$241K 0.07%
75,480
+72,827
322
$239K 0.07%
+2,630
323
$239K 0.07%
9,524
+1,507
324
$239K 0.07%
+4,701
325
$237K 0.07%
1,513
+7
11 12
13
14 15