EAM
Empirical Asset Management Portfolio holdings
AUM
$355M
1-Year Est. Return
21.39%
This Fund
S&P 500
1 Year Est. Return
+21.39%
AUM
$355M
AUM Growth
-$5.58M
(-1.6%)
Holding
387
Top Buys
| 1 | +$4.06M | |
| 2 | +$2.73M | |
| 3 | +$2.64M | |
| 4 |
abrdn Physical Gold Shares ETF
SGOL
|
+$1.45M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.33M |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.4M | |
| 3 | +$1.37M | |
| 4 |
Lam Research
LRCX
|
+$980K |
| 5 |
FlexShares US Quality Large Cap Index Fund
QLC
|
+$855K |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 5.71% |
| 3 | Consumer Discretionary | 5.37% |
| 4 | Communication Services | 4.44% |
| 5 | Healthcare | 4.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
JPMorgan Ultra-Short Income ETF
JPST
$37.9B
| – | – |
-5,592
|
|
||
|
377
Lam Research
LRCX
$334B
| – | – |
-7,319
|
|
||
378
Moody's
MCO
$81.1B
| – | – |
-1,212
|
|
||
379
PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
MFEM
$146M
| – | – |
-15,367
|
|
||
380
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.9B
| – | – |
-4,200
|
|
||
381
New England Realty Associates
NEN
$202M
| – | – |
-3,079
|
|
||
382
News Corp Class A
NWSA
$14.3B
| – | – |
-20,310
|
|
||
383
Palo Alto Networks
PANW
$136B
| – | – |
-1,316
|
|
||
384
Insulet
PODD
$14.1B
| – | – |
-2,108
|
|
||
385
D-Wave Quantum
QBTS
$8.02B
| – | – |
-13,948
|
|
||
386
Schwab US Broad Market ETF
SCHB
$40.4B
| – | – |
-10,040
|
|
||
387
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| – | – |
-7,340
|
|