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
$302M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$209M
2
+$200M
3
+$133M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$102M
5
META icon
Meta Platforms (Facebook)
META
+$98.4M

Top Sells

1
+$1.02M
2
+$1.01M
3
+$815K
4
INTU icon
Intuit
INTU
+$745K
5
OC icon
Owens Corning
OC
+$606K

Sector Composition

1 Technology 17.99%
2 Financials 7.72%
3 Consumer Discretionary 7.22%
4 Communication Services 4.96%
5 Energy 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$17.6K 0.01%
+17,642
427
$17.5K 0.01%
16,199
+3,119
428
$16.4K 0.01%
+16,384
429
$16.2K 0.01%
+16,177
430
$15.9K 0.01%
+15,877
431
$15.8K 0.01%
+15,846
432
$15.6K 0.01%
10,750
433
$15.4K 0.01%
+15,437
434
$14.8K ﹤0.01%
+11,663
435
$14K ﹤0.01%
+10,600
436
$12.6K ﹤0.01%
+12,624
437
$12.5K ﹤0.01%
12,495
438
$11.5K ﹤0.01%
+11,532
439
$11.5K ﹤0.01%
+11,491
440
$11.4K ﹤0.01%
+11,392
441
$11.3K ﹤0.01%
11,306
442
$10.8K ﹤0.01%
+10,760
443
$10.7K ﹤0.01%
10,704
444
$10.6K ﹤0.01%
+10,620
445
$10.5K ﹤0.01%
+10,475
446
– –
-2,040
447
– –
-6,808
448
– –
-5,403
449
– –
-11,079
450
– –
-3,266
15 16 17
18
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