EAM

Empirical Asset Management Portfolio holdings

AUM $378M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.5M
3
+$21.3M
4
QCOM icon
Qualcomm
QCOM
+$18.3M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$16.4M

Top Sells

1
+$3.11M
2
+$1.72M
3
+$1.7M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$1.56M
5
STX icon
Seagate
STX
+$1.49M

Sector Composition

1 Technology 19.03%
2 Financials 5.62%
3 Consumer Discretionary 5.5%
4 Communication Services 4.26%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.41%
7,006
+813
52
$1.46M 0.4%
30,246
+13,530
53
$1.45M 0.4%
11,009
+6,212
54
$1.42M 0.4%
42,323
+4,005
55
$1.42M 0.39%
28,405
-100
56
$1.41M 0.39%
14,635
+95
57
$1.41M 0.39%
+8,751
58
$1.39M 0.39%
28,657
-64,189
59
$1.39M 0.39%
59,104
+1,275
60
$1.37M 0.38%
57,739
+40,060
61
$1.35M 0.38%
9,266
+48
62
$1.35M 0.37%
133,096
+35,023
63
$1.34M 0.37%
17,187
-18,879
64
$1.33M 0.37%
43,317
+1,002
65
$1.32M 0.37%
32,723
-36,402
66
$1.31M 0.36%
11,795
67
$1.3M 0.36%
9,200
+375
68
$1.29M 0.36%
30,079
-33,417
69
$1.23M 0.34%
14,624
+4,874
70
$1.23M 0.34%
9,731
71
$1.22M 0.34%
+9,737
72
$1.21M 0.34%
+33,456
73
$1.21M 0.34%
10,019
-676
74
$1.21M 0.34%
18,523
+230
75
$1.2M 0.33%
16,121
+12,360
1 2
3
4 5