EAM

Empirical Asset Management Portfolio holdings

AUM $323M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.64M
3
+$3.46M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.21M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$1.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Financials 5.66%
3 Healthcare 4.98%
4 Consumer Discretionary 3.75%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.98%
+2,430
27
$1.01M 0.97%
+19,453
28
$997K 0.96%
+24,994
29
$981K 0.95%
+5,525
30
$971K 0.94%
+31,755
31
$969K 0.94%
+9,389
32
$924K 0.89%
+5,402
33
$919K 0.89%
+44,149
34
$823K 0.79%
+29,116
35
$783K 0.76%
+3,792
36
$775K 0.75%
+12,473
37
$772K 0.75%
+12,190
38
$763K 0.74%
+14,180
39
$751K 0.72%
+2,906
40
$747K 0.72%
+3,954
41
$740K 0.71%
+18,016
42
$740K 0.71%
+1,985
43
$737K 0.71%
+19,902
44
$729K 0.7%
+18,129
45
$715K 0.69%
+9,091
46
$694K 0.67%
+43,524
47
$690K 0.67%
+25,868
48
$684K 0.66%
+23,087
49
$679K 0.66%
+4,997
50
$674K 0.65%
+14,888
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