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
$94.9M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$606K
2
+$556K
3
+$541K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$538K
5
SLV icon
iShares Silver Trust
SLV
+$527K

Top Sells

1
+$1.03M
2
+$808K
3
+$746K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$703K
5
BIIB icon
Biogen
BIIB
+$670K

Sector Composition

1 Technology 7.2%
2 Financials 5.99%
3 Healthcare 5.71%
4 Consumer Discretionary 4.37%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.37%
3,314
+734
102
$351K 0.37%
7,783
-4,359
103
$346K 0.36%
+4,038
104
$343K 0.36%
+16,077
105
$343K 0.36%
+8,324
106
$340K 0.36%
2,957
-83
107
$334K 0.35%
13,146
-1,470
108
$328K 0.35%
3,146
-75
109
$328K 0.35%
2,884
+381
110
$326K 0.34%
+14,448
111
$323K 0.34%
2,743
-127
112
$322K 0.34%
150
-117
113
$322K 0.34%
2,826
+27
114
$318K 0.34%
2,920
+880
115
$318K 0.34%
+14,294
116
$303K 0.32%
10,980
+186
117
$297K 0.31%
5,249
-15
118
$293K 0.31%
+1,500
119
$292K 0.31%
+4,928
120
$289K 0.3%
9,798
-482
121
$288K 0.3%
+2,244
122
$284K 0.3%
1,591
+688
123
$284K 0.3%
11,544
124
$279K 0.29%
21,054
-9,798
125
$273K 0.29%
+745
3 4
5
6 7