EAM

Empirical Asset Management Portfolio holdings

AUM $360M
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.48M
3
+$3.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.66M
5
HD icon
Home Depot
HD
+$3.65M

Top Sells

1
+$938K
2
+$929K
3
+$864K
4
AOS icon
A.O. Smith
AOS
+$844K
5
TJX icon
TJX Companies
TJX
+$734K

Sector Composition

1 Technology 17.56%
2 Consumer Discretionary 7.23%
3 Financials 6.24%
4 Energy 4.95%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.79%
88,632
-110
27
$1.63M 0.79%
39,789
-1,690
28
$1.6M 0.77%
35,021
-1,966
29
$1.6M 0.77%
27,466
-1,351
30
$1.53M 0.74%
28,685
-1,229
31
$1.49M 0.72%
52,817
+1,254
32
$1.49M 0.72%
15,024
+13,643
33
$1.44M 0.69%
+16,850
34
$1.43M 0.69%
2,472
+3
35
$1.38M 0.66%
5,510
+1,349
36
$1.37M 0.66%
34,597
-405
37
$1.33M 0.64%
7,883
+3,878
38
$1.28M 0.62%
71,201
+4,739
39
$1.26M 0.61%
17,177
+3,581
40
$1.25M 0.6%
56,688
-872
41
$1.23M 0.59%
35,284
-528
42
$1.23M 0.59%
20,468
+18,724
43
$1.2M 0.58%
22,407
-1,513
44
$1.19M 0.57%
23,749
+5,568
45
$1.17M 0.56%
+12,440
46
$1.15M 0.55%
11,302
-703
47
$1.14M 0.55%
11,527
-745
48
$1.14M 0.55%
5,539
+635
49
$1.14M 0.55%
+35,840
50
$1.12M 0.54%
24,661
+17,266
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