EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.07M
3
+$1M
4
AMGN icon
Amgen
AMGN
+$899K
5
CB icon
Chubb
CB
+$857K

Top Sells

1
+$907K
2
+$810K
3
+$798K
4
MET icon
MetLife
MET
+$797K
5
GRMN icon
Garmin
GRMN
+$793K

Sector Composition

1 Technology 16.83%
2 Financials 8.14%
3 Consumer Discretionary 5.7%
4 Communication Services 4.01%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.47%
28,505
52
$1.49M 0.46%
2,696
+320
53
$1.49M 0.46%
+10,298
54
$1.48M 0.46%
4,797
-376
55
$1.47M 0.45%
26,135
+1,005
56
$1.43M 0.44%
8,825
57
$1.35M 0.42%
6,193
+1,309
58
$1.34M 0.42%
57,829
-8,890
59
$1.34M 0.41%
14,540
+6
60
$1.31M 0.41%
9,218
+56
61
$1.29M 0.4%
7,320
+126
62
$1.28M 0.4%
18,885
+198
63
$1.27M 0.39%
23,186
+210
64
$1.27M 0.39%
2,258
+293
65
$1.25M 0.39%
42,315
+251
66
$1.24M 0.38%
38,318
+854
67
$1.23M 0.38%
9,125
+145
68
$1.23M 0.38%
11,795
-170
69
$1.23M 0.38%
17,679
-3,071
70
$1.22M 0.38%
29,587
+225
71
$1.21M 0.37%
3,815
+111
72
$1.21M 0.37%
37,224
+537
73
$1.19M 0.37%
4,273
+3,172
74
$1.18M 0.36%
1,513
-2
75
$1.18M 0.36%
10,695
+29
1 2
3
4 5