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
$266M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.19M
3
+$4.31M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
HD icon
Home Depot
HD
+$2.3M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$5.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 6.52%
3 Financials 6.17%
4 Energy 4.13%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.42%
40,307
-2,378
52
$1.11M 0.42%
15,350
+11,588
53
$1.11M 0.42%
15,535
+7,773
54
$1.1M 0.41%
38,762
+29,933
55
$1.09M 0.41%
47,271
+40,906
56
$1.08M 0.41%
3,511
+2,380
57
$1.08M 0.41%
16,848
+14,643
58
$1.08M 0.41%
49,333
-7,355
59
$1.07M 0.4%
36,905
-15,912
60
$1.06M 0.4%
18,125
+14,394
61
$1.04M 0.39%
19,296
-9,389
62
$1.04M 0.39%
300,706
+294,880
63
$1.02M 0.38%
32,433
+26,667
64
$1.02M 0.38%
48,773
+45,578
65
$1.02M 0.38%
51,740
-19,461
66
$1.01M 0.38%
2,405
+284
67
$1M 0.38%
4,950
-55,617
68
$1M 0.38%
33,415
-2,425
69
$981K 0.37%
26,422
-1,044
70
$958K 0.36%
14,944
-2,541
71
$941K 0.35%
21,186
+206
72
$937K 0.35%
+10,129
73
$935K 0.35%
2,607
+1,703
74
$930K 0.35%
41,369
+31,949
75
$896K 0.34%
+9,233
1 2
3
4 5