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
$293M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$825K
3
+$785K
4
PODD icon
Insulet
PODD
+$732K
5
RJF icon
Raymond James Financial
RJF
+$705K

Top Sells

1
+$198M
2
+$171M
3
+$126M
4
AAPL icon
Apple
AAPL
+$123M
5
LLY icon
Eli Lilly
LLY
+$107M

Sector Composition

1 Technology 17.16%
2 Financials 7.23%
3 Consumer Discretionary 6.41%
4 Communication Services 3.88%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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