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
$115M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$638K
3
+$627K
4
V icon
Visa
V
+$621K
5
AFL icon
Aflac
AFL
+$618K

Top Sells

1
+$753K
2
+$719K
3
+$713K
4
CBOE icon
Cboe Global Markets
CBOE
+$699K
5
XYL icon
Xylem
XYL
+$691K

Sector Composition

1 Technology 8.94%
2 Financials 5.35%
3 Healthcare 5.25%
4 Energy 5.11%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$565K 0.49%
20,343
+10,377
77
$565K 0.49%
+1,743
78
$551K 0.48%
3,014
+1,493
79
$547K 0.48%
5,764
-17
80
$530K 0.46%
4,410
+142
81
$528K 0.46%
2,005
-461
82
$527K 0.46%
23,895
-1,857
83
$520K 0.45%
3,932
+891
84
$519K 0.45%
10,328
+5,520
85
$517K 0.45%
+3,201
86
$498K 0.43%
10,456
+1,001
87
$489K 0.43%
3,353
-25
88
$487K 0.42%
+9,744
89
$485K 0.42%
12,467
-389
90
$462K 0.4%
+10,484
91
$456K 0.4%
2,870
+45
92
$456K 0.4%
5,317
+177
93
$447K 0.39%
16,326
+89
94
$446K 0.39%
+2,218
95
$438K 0.38%
6,810
-45
96
$430K 0.37%
2,761
-71
97
$427K 0.37%
3,704
-944
98
$420K 0.37%
+8,780
99
$420K 0.37%
3,781
+341
100
$409K 0.36%
+1,331
2 3
4
5 6