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
$266M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.19M
3
+$4.31M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
HD icon
Home Depot
HD
+$2.3M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$5.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 6.52%
3 Financials 6.17%
4 Energy 4.13%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.68%
2,476
+4
27
$1.82M 0.68%
3,321
+1,927
28
$1.7M 0.64%
+5,294
29
$1.65M 0.62%
39,786
-3
30
$1.62M 0.61%
22,270
+14,899
31
$1.62M 0.61%
41,265
+17,516
32
$1.61M 0.6%
+8,828
33
$1.58M 0.59%
14,401
+6,518
34
$1.51M 0.57%
48,686
-4,542
35
$1.46M 0.55%
58,695
-12,317
36
$1.43M 0.54%
16,475
-375
37
$1.41M 0.53%
53,824
-26,407
38
$1.39M 0.52%
20,285
+14,775
39
$1.38M 0.52%
28,225
-6,796
40
$1.37M 0.52%
45,211
-22,565
41
$1.35M 0.51%
20,004
-4,657
42
$1.32M 0.49%
50,012
+48,255
43
$1.3M 0.49%
25,360
+2,953
44
$1.21M 0.46%
17,311
+10,330
45
$1.19M 0.45%
30,762
+9,249
46
$1.15M 0.43%
9,613
+4,003
47
$1.15M 0.43%
50,258
+16,684
48
$1.14M 0.43%
12,265
-175
49
$1.13M 0.43%
6,925
+2,500
50
$1.13M 0.42%
+13,880
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2
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