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
$266M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.19M
3
+$4.31M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
HD icon
Home Depot
HD
+$2.3M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$5.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 6.52%
3 Financials 6.17%
4 Energy 4.13%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$894K 0.34%
15,500
-35,476
77
$886K 0.33%
30,709
+9,363
78
$881K 0.33%
+284,606
79
$876K 0.33%
14,964
+157
80
$876K 0.33%
31,911
+21,197
81
$870K 0.33%
22,305
+11,530
82
$861K 0.32%
+11,144
83
$857K 0.32%
36,326
-3,735
84
$854K 0.32%
24,025
-11,259
85
$838K 0.32%
7,204
-1,035
86
$836K 0.31%
5,521
+3,148
87
$819K 0.31%
20,383
+18,668
88
$819K 0.31%
+25,366
89
$816K 0.31%
+13,270
90
$795K 0.3%
+23,142
91
$776K 0.29%
7,799
-918
92
$763K 0.29%
1,283
+773
93
$763K 0.29%
7,152
+5,062
94
$756K 0.28%
2,020
+1,232
95
$753K 0.28%
4,342
-31
96
$750K 0.28%
+7,008
97
$748K 0.28%
3,732
+2,547
98
$740K 0.28%
+18,760
99
$728K 0.27%
3,680
-2,925
100
$717K 0.27%
7,341
-3,961
2 3
4
5 6