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
$94.9M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$556K
3
+$541K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$538K
5
SLV icon
iShares Silver Trust
SLV
+$527K

Top Sells

1
+$1.03M
2
+$808K
3
+$746K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$703K
5
BIIB icon
Biogen
BIIB
+$670K

Sector Composition

1 Technology 7.2%
2 Financials 5.99%
3 Healthcare 5.71%
4 Consumer Discretionary 4.37%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$576K 0.61%
7,586
+508
52
$571K 0.6%
3,270
-1,825
53
$560K 0.59%
16,096
+6,513
54
$560K 0.59%
44,707
-359
55
$556K 0.59%
+5,444
56
$541K 0.57%
+8,554
57
$538K 0.57%
+9,484
58
$527K 0.56%
+28,252
59
$504K 0.53%
2,840
-39
60
$491K 0.52%
5,864
61
$482K 0.51%
11,525
+2,736
62
$477K 0.5%
9,721
-273
63
$470K 0.5%
5,069
+920
64
$467K 0.49%
1,892
-8
65
$465K 0.49%
+18,436
66
$462K 0.49%
+4,562
67
$462K 0.49%
19,195
+1,904
68
$461K 0.49%
4,052
-492
69
$460K 0.48%
5,432
+28
70
$457K 0.48%
10,726
-6,673
71
$452K 0.48%
+1,660
72
$450K 0.47%
2,931
-1,034
73
$448K 0.47%
7,265
+3,150
74
$446K 0.47%
18,644
-262
75
$444K 0.47%
+9,758
1 2
3
4 5