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
$207M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.48M
3
+$3.74M
4
META icon
Meta Platforms (Facebook)
META
+$3.66M
5
HD icon
Home Depot
HD
+$3.65M

Top Sells

1
+$938K
2
+$929K
3
+$864K
4
AOS icon
A.O. Smith
AOS
+$844K
5
TJX icon
TJX Companies
TJX
+$734K

Sector Composition

1 Technology 17.56%
2 Consumer Discretionary 7.23%
3 Financials 6.24%
4 Energy 4.95%
5 Industrials 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$543K 0.26%
8,829
-1,673
102
$524K 0.25%
10,147
-443
103
$521K 0.25%
+16,637
104
$517K 0.25%
+5,908
105
$514K 0.25%
9,002
+274
106
$510K 0.25%
+10,317
107
$510K 0.25%
+2,668
108
$506K 0.24%
22,223
-369
109
$505K 0.24%
+2,800
110
$501K 0.24%
2,875
-144
111
$500K 0.24%
+694
112
$491K 0.24%
21,346
113
$485K 0.23%
5,128
+1,063
114
$478K 0.23%
+2,320
115
$476K 0.23%
3,209
+165
116
$473K 0.23%
+3,762
117
$470K 0.23%
+4,918
118
$470K 0.23%
+2,504
119
$464K 0.22%
15,907
-112
120
$461K 0.22%
993
-249
121
$460K 0.22%
+2,019
122
$456K 0.22%
904
+247
123
$447K 0.22%
11,170
-831
124
$444K 0.21%
8,272
+2,770
125
$443K 0.21%
8,326
+5,563
3 4
5
6 7