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
$115M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$700K
2
+$638K
3
+$627K
4
V icon
Visa
V
+$621K
5
AFL icon
Aflac
AFL
+$618K

Top Sells

1
+$753K
2
+$719K
3
+$713K
4
CBOE icon
Cboe Global Markets
CBOE
+$699K
5
XYL icon
Xylem
XYL
+$691K

Sector Composition

1 Technology 8.94%
2 Financials 5.35%
3 Healthcare 5.25%
4 Energy 5.11%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.35%
10,017
+61
102
$405K 0.35%
1,350
+81
103
$395K 0.34%
+898
104
$394K 0.34%
7,395
-237
105
$387K 0.34%
15,648
+913
106
$385K 0.34%
14,082
+14
107
$376K 0.33%
5,136
+59
108
$373K 0.33%
2,935
+31
109
$369K 0.32%
5,588
+156
110
$359K 0.31%
2,411
+54
111
$359K 0.31%
8,250
-220
112
$354K 0.31%
3,991
+964
113
$351K 0.31%
2,680
-13
114
$347K 0.3%
646
+1
115
$341K 0.3%
21,346
116
$330K 0.29%
3,077
-263
117
$324K 0.28%
1,650
+461
118
$311K 0.27%
1,209
119
$308K 0.27%
+6,957
120
$306K 0.27%
12,794
+1,418
121
$305K 0.27%
+964
122
$301K 0.26%
700
+45
123
$295K 0.26%
+808
124
$289K 0.25%
736
+3
125
$286K 0.25%
4,091
-61
3 4
5
6 7