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
$94.9M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$556K
3
+$541K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$538K
5
SLV icon
iShares Silver Trust
SLV
+$527K

Top Sells

1
+$1.03M
2
+$808K
3
+$746K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$703K
5
BIIB icon
Biogen
BIIB
+$670K

Sector Composition

1 Technology 7.2%
2 Financials 5.99%
3 Healthcare 5.71%
4 Consumer Discretionary 4.37%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 0.98%
22,790
+1,304
27
$879K 0.93%
43,621
-249
28
$874K 0.92%
28,351
-6,478
29
$873K 0.92%
14,117
+524
30
$862K 0.91%
36,737
-11,872
31
$858K 0.9%
25,182
-6,277
32
$846K 0.89%
33,995
+15,346
33
$839K 0.88%
4,979
+10
34
$828K 0.87%
3,021
+187
35
$797K 0.84%
27,275
-6,632
36
$786K 0.83%
17,372
-50
37
$784K 0.83%
20,956
-4,890
38
$777K 0.82%
5,751
+1,589
39
$721K 0.76%
24,330
-4,957
40
$713K 0.75%
17,598
+7,965
41
$644K 0.68%
9,185
+1,560
42
$631K 0.67%
26,393
-83
43
$630K 0.66%
8,920
+6,024
44
$618K 0.65%
17,799
-3,812
45
$606K 0.64%
+11,110
46
$601K 0.63%
11,823
+1,164
47
$600K 0.63%
6,684
+4,520
48
$599K 0.63%
3,595
-1,640
49
$597K 0.63%
20,083
-3,675
50
$578K 0.61%
9,242
+139
1
2
3 4 5