EAM

Empirical Asset Management Portfolio holdings

AUM $378M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.5M
3
+$21.3M
4
QCOM icon
Qualcomm
QCOM
+$18.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.4M

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.7M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$1.56M
5
STX icon
Seagate
STX
+$1.49M

Sector Composition

1 Technology 19.03%
2 Financials 5.62%
3 Consumer Discretionary 5.5%
4 Communication Services 4.26%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 0.62%
38,062
+23,800
27
$2.16M 0.6%
8,922
+103
28
$2.15M 0.6%
23,778
+3,306
29
$2.11M 0.59%
35,965
-180
30
$2.1M 0.58%
+14,391
31
$2.06M 0.57%
9,938
+3,047
32
$2.02M 0.56%
6,492
-750
33
$1.9M 0.53%
21,720
+266
34
$1.86M 0.52%
15,787
+11,207
35
$1.84M 0.51%
15,983
-47
36
$1.81M 0.5%
23,167
+11,646
37
$1.8M 0.5%
5,121
+2,230
38
$1.8M 0.5%
12,449
-590
39
$1.78M 0.49%
8,619
+120
40
$1.74M 0.48%
10,305
+7,965
41
$1.72M 0.48%
+40,756
42
$1.69M 0.47%
11,746
+6,261
43
$1.69M 0.47%
39,928
+37,232
44
$1.68M 0.47%
3,782
-33
45
$1.67M 0.46%
22,499
+3,614
46
$1.63M 0.45%
6,635
+3,652
47
$1.61M 0.45%
+57,724
48
$1.58M 0.44%
17,704
+11,967
49
$1.56M 0.43%
+1,692
50
$1.51M 0.42%
29,561
-1,148
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2
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