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
$115M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$638K
3
+$627K
4
V icon
Visa
V
+$621K
5
AFL icon
Aflac
AFL
+$618K

Top Sells

1
+$753K
2
+$719K
3
+$713K
4
CBOE icon
Cboe Global Markets
CBOE
+$699K
5
XYL icon
Xylem
XYL
+$691K

Sector Composition

1 Technology 8.94%
2 Financials 5.35%
3 Healthcare 5.25%
4 Energy 5.11%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702K 0.61%
6,454
+147
52
$700K 0.61%
+13,212
53
$699K 0.61%
1,749
+1,251
54
$696K 0.61%
274
+127
55
$686K 0.6%
4,071
+2,735
56
$663K 0.58%
1,783
-181
57
$653K 0.57%
11,765
-2,806
58
$638K 0.56%
+5,187
59
$635K 0.55%
28,728
+10,458
60
$627K 0.55%
+16,957
61
$621K 0.54%
+2,698
62
$618K 0.54%
+8,046
63
$617K 0.54%
2,890
+1,852
64
$603K 0.53%
+14,619
65
$596K 0.52%
3,516
-2,854
66
$592K 0.52%
8,592
67
$591K 0.52%
2,844
+19
68
$591K 0.51%
3,616
-707
69
$588K 0.51%
45,336
+2,567
70
$586K 0.51%
11,711
-10
71
$578K 0.5%
+8,448
72
$574K 0.5%
4,529
+99
73
$574K 0.5%
19,608
+487
74
$573K 0.5%
+5,294
75
$571K 0.5%
+8,634
1 2
3
4 5