EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.07M
3
+$1M
4
AMGN icon
Amgen
AMGN
+$899K
5
CB icon
Chubb
CB
+$857K

Top Sells

1
+$907K
2
+$810K
3
+$798K
4
MET icon
MetLife
MET
+$797K
5
GRMN icon
Garmin
GRMN
+$793K

Sector Composition

1 Technology 16.83%
2 Financials 8.14%
3 Consumer Discretionary 5.7%
4 Communication Services 4.01%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.36%
+3,328
77
$1.15M 0.36%
24,704
+143
78
$1.13M 0.35%
18,293
+243
79
$1.11M 0.34%
6,046
+434
80
$1.09M 0.34%
9,731
81
$1.09M 0.34%
13,543
+104
82
$1.08M 0.33%
44,670
+2,675
83
$1.05M 0.33%
8,321
+1,290
84
$1.03M 0.32%
9,750
-657
85
$1.02M 0.31%
9,170
+1,882
86
$1.02M 0.31%
6,675
+57
87
$989K 0.31%
6,801
-3,642
88
$968K 0.3%
3,761
+5
89
$967K 0.3%
1,813
+263
90
$949K 0.29%
2,453
+514
91
$939K 0.29%
2,372
+100
92
$936K 0.29%
1,866
+222
93
$935K 0.29%
19,764
+384
94
$934K 0.29%
11,805
+1,857
95
$906K 0.28%
3,386
+46
96
$903K 0.28%
2,875
+170
97
$896K 0.28%
14,306
+3,672
98
$891K 0.28%
3,086
+775
99
$886K 0.27%
5,893
-9
100
$878K 0.27%
2,003
-20
2 3
4
5 6