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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.64M
3
+$3.46M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.21M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$1.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Financials 5.66%
3 Healthcare 4.98%
4 Consumer Discretionary 3.75%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$668K 0.64%
+2,849
52
$667K 0.64%
+5,764
53
$667K 0.64%
+4,080
54
$664K 0.64%
+2,481
55
$644K 0.62%
+36,243
56
$641K 0.62%
+9,661
57
$636K 0.61%
+1,542
58
$634K 0.61%
+4,646
59
$622K 0.6%
+7,153
60
$613K 0.59%
+26,500
61
$609K 0.59%
+1,822
62
$595K 0.57%
+1,974
63
$589K 0.57%
+6,392
64
$588K 0.57%
+36,757
65
$587K 0.57%
+9,801
66
$566K 0.55%
+9,241
67
$557K 0.54%
+2,670
68
$548K 0.53%
+6,384
69
$547K 0.53%
+6,121
70
$539K 0.52%
+2,345
71
$526K 0.51%
+11,331
72
$524K 0.51%
+7,023
73
$517K 0.5%
+2,741
74
$516K 0.5%
+1,927
75
$510K 0.49%
+2,592
1 2
3
4 5