EAM

Empirical Asset Management Portfolio holdings

AUM $323M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.64M
3
+$3.46M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.21M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$1.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Financials 5.66%
3 Healthcare 4.98%
4 Consumer Discretionary 3.75%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.49%
+2,328
77
$492K 0.47%
+2,285
78
$486K 0.47%
+16,126
79
$481K 0.46%
+3,247
80
$477K 0.46%
+39,707
81
$471K 0.45%
+3,044
82
$470K 0.45%
+11,425
83
$467K 0.45%
+1,839
84
$466K 0.45%
+16,908
85
$454K 0.44%
+3,239
86
$453K 0.44%
+14,613
87
$452K 0.44%
+14,204
88
$451K 0.44%
+1
89
$433K 0.42%
+2,574
90
$430K 0.42%
+2,580
91
$430K 0.42%
+15,944
92
$410K 0.4%
+1,865
93
$404K 0.39%
+5,850
94
$396K 0.38%
+2,357
95
$389K 0.38%
+9,897
96
$381K 0.37%
+2,629
97
$374K 0.36%
+3,619
98
$374K 0.36%
+5,112
99
$373K 0.36%
+18,911
100
$367K 0.35%
+2,843
2 3
4
5 6