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
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