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
$293M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$797K
3
+$710K
4
SYF icon
Synchrony
SYF
+$672K
5
RJF icon
Raymond James Financial
RJF
+$631K

Top Sells

1
+$164M
2
+$157M
3
+$118M
4
META icon
Meta Platforms (Facebook)
META
+$113M
5
LLY icon
Eli Lilly
LLY
+$106M

Sector Composition

1 Technology 17.16%
2 Financials 7.23%
3 Consumer Discretionary 6.41%
4 Communication Services 3.88%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.49%
16,019
+19
52
$1.42M 0.48%
2,597
-42,309
53
$1.41M 0.48%
5,485
+4,233
54
$1.28M 0.44%
20,750
-25,588
55
$1.25M 0.43%
1,515
-128,936
56
$1.24M 0.42%
14,534
-298
57
$1.22M 0.41%
18,841
-19,185
58
$1.19M 0.41%
9,162
-213
59
$1.19M 0.41%
11,965
60
$1.19M 0.4%
12,740
-904,900
61
$1.19M 0.4%
36,687
+807
62
$1.18M 0.4%
22,976
+480
63
$1.17M 0.4%
37,464
+282
64
$1.16M 0.4%
18,687
+116
65
$1.16M 0.39%
29,362
+313
66
$1.15M 0.39%
8,980
+191
67
$1.14M 0.39%
24,561
+500
68
$1.11M 0.38%
2,376
-200,507
69
$1.11M 0.38%
7,194
-126,786
70
$1.08M 0.37%
1,965
-28,925
71
$1.07M 0.36%
5,109
+9
72
$1.05M 0.36%
18,050
-433,885
73
$1.03M 0.35%
41,995
+3,712
74
$1.03M 0.35%
42,064
+278
75
$1M 0.34%
10,407
-9,322
1 2
3
4 5