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
$281M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.58M
3
+$1.57M
4
JOET icon
Virtus Terranova US Quality Momentum ETF
JOET
+$1.53M
5
QLC icon
FlexShares US Quality Large Cap Index Fund
QLC
+$1.5M

Top Sells

1
+$4.16M
2
+$1.41M
3
+$1.37M
4
COM icon
Direxion Auspice Broad Commodity Strategy ETF
COM
+$1.07M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$1.04M

Sector Composition

1 Technology 17.51%
2 Consumer Discretionary 7.54%
3 Financials 6.59%
4 Energy 3.95%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.49%
33,183
-8,082
52
$1.37M 0.49%
11,670
+7,607
53
$1.37M 0.49%
14,515
+114
54
$1.37M 0.49%
49,879
+1,106
55
$1.36M 0.48%
13,410
+4,177
56
$1.31M 0.47%
30,992
+19,250
57
$1.31M 0.47%
19,786
+12,349
58
$1.31M 0.47%
25,456
+15,903
59
$1.3M 0.46%
9,722
+109
60
$1.27M 0.45%
14,432
+552
61
$1.26M 0.45%
39,189
-9,497
62
$1.24M 0.44%
17,285
-26
63
$1.2M 0.43%
50,466
+208
64
$1.2M 0.43%
8,710
+1,870
65
$1.2M 0.43%
23,522
+15,143
66
$1.19M 0.42%
12,165
-100
67
$1.19M 0.42%
8,325
+1,400
68
$1.18M 0.42%
9,148
+5,904
69
$1.17M 0.42%
18,696
-1,589
70
$1.17M 0.42%
40,420
+113
71
$1.15M 0.41%
36,945
+24,068
72
$1.1M 0.39%
17,672
-453
73
$1.09M 0.39%
20,714
+9,432
74
$1.07M 0.38%
300,717
+11
75
$1.06M 0.38%
33,010
-405
1 2
3
4 5