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
$94.9M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$556K
3
+$541K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$538K
5
SLV icon
iShares Silver Trust
SLV
+$527K

Top Sells

1
+$1.03M
2
+$808K
3
+$746K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$703K
5
BIIB icon
Biogen
BIIB
+$670K

Sector Composition

1 Technology 7.2%
2 Financials 5.99%
3 Healthcare 5.71%
4 Consumer Discretionary 4.37%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.46%
+4,631
77
$435K 0.46%
8,438
-212
78
$435K 0.46%
9,776
-8,356
79
$429K 0.45%
+6,200
80
$422K 0.44%
7,162
+3
81
$413K 0.44%
+16,556
82
$413K 0.44%
+908
83
$409K 0.43%
1
84
$404K 0.43%
+684
85
$397K 0.42%
14,613
86
$397K 0.42%
+17,196
87
$396K 0.42%
1,666
-79
88
$394K 0.42%
+2,002
89
$390K 0.41%
11,767
-467
90
$390K 0.41%
+1,961
91
$383K 0.4%
2,218
-910
92
$382K 0.4%
+6,995
93
$380K 0.4%
+2,927
94
$379K 0.4%
+12,507
95
$379K 0.4%
10,609
+6,019
96
$377K 0.4%
1,951
-17
97
$371K 0.39%
1,101
+131
98
$367K 0.39%
+2,122
99
$367K 0.39%
+12,862
100
$362K 0.38%
2,364
+19
2 3
4
5 6