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
$115M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$638K
3
+$627K
4
V icon
Visa
V
+$621K
5
AFL icon
Aflac
AFL
+$618K

Top Sells

1
+$753K
2
+$719K
3
+$713K
4
CBOE icon
Cboe Global Markets
CBOE
+$699K
5
XYL icon
Xylem
XYL
+$691K

Sector Composition

1 Technology 8.94%
2 Financials 5.35%
3 Healthcare 5.25%
4 Energy 5.11%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.9%
12,130
-258
27
$1.01M 0.88%
23,467
-1,119
28
$1.01M 0.88%
4,180
+345
29
$977K 0.85%
18,168
-4,325
30
$977K 0.85%
43,076
+3,795
31
$954K 0.83%
41,136
-1,529
32
$916K 0.8%
26,899
-81
33
$901K 0.79%
1,095
+110
34
$873K 0.76%
9,011
+218
35
$846K 0.74%
24,097
-536
36
$845K 0.74%
21,570
-12,151
37
$839K 0.73%
4,893
-46
38
$837K 0.73%
14,985
-8,385
39
$835K 0.73%
7,101
+142
40
$820K 0.71%
22,061
+741
41
$820K 0.71%
2,713
-52
42
$814K 0.71%
10,057
-1,662
43
$804K 0.7%
5,728
-205
44
$797K 0.69%
2,786
+317
45
$796K 0.69%
25,603
-31
46
$793K 0.69%
35,777
+553
47
$767K 0.67%
15,902
+105
48
$723K 0.63%
4,778
+172
49
$719K 0.63%
5,809
+1,206
50
$712K 0.62%
15,911
+3,675
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