EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
+$98.1M
2
+$40.3M
3
+$39.5M
4
LLY icon
Eli Lilly
LLY
+$38.6M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$35.2M

Top Sells

1
+$14.4M
2
+$11.2M
3
+$5.25M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.48M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.03M

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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