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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.64M
3
+$3.46M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.21M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$1.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Financials 5.66%
3 Healthcare 4.98%
4 Consumer Discretionary 3.75%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.34%
+1,600
102
$336K 0.32%
+16,716
103
$336K 0.32%
+4,807
104
$328K 0.32%
+10,239
105
$326K 0.31%
+6,028
106
$320K 0.31%
+2,414
107
$309K 0.3%
+2,571
108
$307K 0.3%
+703
109
$304K 0.29%
+2,286
110
$299K 0.29%
+2,760
111
$299K 0.29%
+627
112
$294K 0.28%
+11,544
113
$290K 0.28%
+2,000
114
$286K 0.28%
+3,901
115
$283K 0.27%
+7,231
116
$283K 0.27%
+167
117
$281K 0.27%
+1,171
118
$275K 0.27%
+548
119
$273K 0.26%
+1,413
120
$273K 0.26%
+2,688
121
$271K 0.26%
+12,974
122
$268K 0.26%
+1,540
123
$266K 0.26%
+9,040
124
$262K 0.25%
+933
125
$262K 0.25%
+13,806
2 3 4
5
6