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
$207M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.48M
3
+$3.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.66M
5
HD icon
Home Depot
HD
+$3.65M

Top Sells

1
+$938K
2
+$929K
3
+$864K
4
AOS icon
A.O. Smith
AOS
+$844K
5
TJX icon
TJX Companies
TJX
+$734K

Sector Composition

1 Technology 17.56%
2 Consumer Discretionary 7.23%
3 Financials 6.24%
4 Energy 4.95%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.54%
17,485
+34
52
$1.09M 0.53%
42,685
+193
53
$1.05M 0.51%
+6,981
54
$990K 0.48%
5,384
+3,422
55
$973K 0.47%
10,470
+6,418
56
$961K 0.46%
6,365
+409
57
$953K 0.46%
7,762
+4,045
58
$951K 0.46%
40,061
+392
59
$934K 0.45%
21,939
-1,835
60
$932K 0.45%
20,980
-1,792
61
$892K 0.43%
3,195
+35
62
$884K 0.43%
23,691
-1,621
63
$881K 0.43%
14,807
-1,047
64
$881K 0.43%
4,373
-698
65
$880K 0.42%
+2,205
66
$867K 0.42%
8,717
+2
67
$864K 0.42%
22,398
+7,974
68
$853K 0.41%
21,513
+442
69
$833K 0.4%
+2,121
70
$812K 0.39%
+9,420
71
$784K 0.38%
15,289
-702
72
$783K 0.38%
15,637
+1,093
73
$783K 0.38%
35,441
+310
74
$776K 0.37%
3,726
+1,898
75
$772K 0.37%
33,574
+4,836
1 2
3
4 5