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
$207M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.48M
3
+$3.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.66M
5
HD icon
Home Depot
HD
+$3.65M

Top Sells

1
+$938K
2
+$929K
3
+$864K
4
AOS icon
A.O. Smith
AOS
+$844K
5
TJX icon
TJX Companies
TJX
+$734K

Sector Composition

1 Technology 17.56%
2 Consumer Discretionary 7.23%
3 Financials 6.24%
4 Energy 4.95%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.35%
1,394
+687
77
$726K 0.35%
11,382
+7,285
78
$724K 0.35%
+7,634
79
$705K 0.34%
+5,610
80
$703K 0.34%
8,112
+7
81
$701K 0.34%
50,976
+39,502
82
$683K 0.33%
5,826
+5
83
$674K 0.32%
+10,775
84
$659K 0.32%
+1,548
85
$657K 0.32%
5,766
+2,242
86
$655K 0.32%
43,580
-1,111
87
$643K 0.31%
7,860
-562
88
$641K 0.31%
+14,820
89
$638K 0.31%
40,590
+2
90
$605K 0.29%
3,705
-924
91
$604K 0.29%
+4,309
92
$599K 0.29%
7,968
+6,142
93
$596K 0.29%
1,786
-896
94
$585K 0.28%
2,296
+17
95
$580K 0.28%
+1,217
96
$571K 0.28%
+8,892
97
$570K 0.27%
4,456
-174
98
$563K 0.27%
11,244
+149
99
$553K 0.27%
+4,425
100
$547K 0.26%
7,371
+578
2 3
4
5 6