EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
+6.25%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$15.1M
(+5.7%)
Cap. Flow
-$3.03M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
23.43%
Holding
368
New
20
Increased
152
Reduced
102
Closed
60
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.63M |
| 2 |
LHA Risk-Managed Income ETF
RMIF
|
$1.58M |
| 3 |
US Diversified Real Estate ETF
PPTY
|
$1.57M |
| 4 |
Virtus Terranova US Quality Momentum ETF
JOET
|
$1.53M |
| 5 |
FlexShares US Quality Large Cap Index Fund
QLC
|
$1.5M |
Top Sells
Sector Composition
| 1 | Technology | 17.51% |
| 2 | Consumer Discretionary | 7.54% |
| 3 | Financials | 6.59% |
| 4 | Energy | 3.95% |
| 5 | Communication Services | 3.62% |
