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
$281M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.58M
3
+$1.57M
4
JOET icon
Virtus Terranova US Quality Momentum ETF
JOET
+$1.53M
5
QLC icon
FlexShares US Quality Large Cap Index Fund
QLC
+$1.5M

Top Sells

1
+$4.16M
2
+$1.41M
3
+$1.37M
4
COM icon
Direxion Auspice Broad Commodity Strategy ETF
COM
+$1.07M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$1.04M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 7.54%
3 Financials 6.59%
4 Energy 3.95%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.77%
26,710
-444
27
$2.13M 0.76%
14,658
+290
28
$2.11M 0.75%
50,518
+19,756
29
$2.11M 0.75%
83,449
+62,460
30
$2.11M 0.75%
100,500
+69,552
31
$1.9M 0.68%
3,292
-29
32
$1.83M 0.65%
15,586
+9,138
33
$1.8M 0.64%
33,512
-1,471
34
$1.79M 0.64%
8,096
+3,146
35
$1.75M 0.62%
5,294
36
$1.74M 0.62%
22,242
-28
37
$1.7M 0.6%
30,467
+5,107
38
$1.67M 0.59%
37,872
+9,284
39
$1.67M 0.59%
26,776
-423
40
$1.66M 0.59%
46,726
-17,871
41
$1.65M 0.59%
57,263
+37,061
42
$1.62M 0.58%
20,021
+17
43
$1.61M 0.57%
38,240
-1,546
44
$1.49M 0.53%
7,540
-1,288
45
$1.46M 0.52%
34,815
+2,382
46
$1.45M 0.52%
3,053
+648
47
$1.44M 0.51%
16,100
-375
48
$1.41M 0.5%
50,150
+138
49
$1.4M 0.5%
30,589
+18,068
50
$1.38M 0.49%
22,478
+6,978
1
2
3 4 5