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
326
$83.4K 0.03%
15,149
+14,156
327
$62.1K 0.02%
+24,065
328
$59.5K 0.02%
17,720
+15,400
329
$57.8K 0.02%
+33,900
330
$51.6K 0.02%
+23,330
331
$51.3K 0.02%
+47,402
332
$39.7K 0.01%
+13,156
333
$39.5K 0.01%
+15,161
334
$36.7K 0.01%
+11,435
335
$31.1K 0.01%
+15,487
336
$27.9K 0.01%
+11,359
337
$27.1K 0.01%
+11,967
338
$26.7K 0.01%
+10,791
339
$24.9K 0.01%
+18,554
340
$23.3K 0.01%
+933
341
$22.5K 0.01%
+22,502
342
$20.7K 0.01%
+11,537
343
$20.5K 0.01%
+10,956
344
$19.8K 0.01%
+19,823
345
$14.1K 0.01%
+13,080
346
$12.5K ﹤0.01%
3,050
347
$12.5K ﹤0.01%
+12,495
348
$10.3K ﹤0.01%
+10,331
349
– –
-1,786
350
– –
-1,250
12 13
14
15 16