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
$266M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$5.19M
3
+$4.31M
4
META icon
Meta Platforms (Facebook)
META
+$2.34M
5
HD icon
Home Depot
HD
+$2.3M

Top Sells

1
+$11.3M
2
+$7.33M
3
+$5.64M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.45M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.05M

Sector Composition

1 Technology 18.36%
2 Consumer Discretionary 6.52%
3 Financials 6.17%
4 Energy 4.13%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$716K 0.27%
3,164
-562
102
$712K 0.27%
7,478
-4,049
103
$712K 0.27%
28,588
+24,680
104
$707K 0.27%
8,653
+793
105
$705K 0.27%
+17,970
106
$705K 0.27%
+23,239
107
$703K 0.26%
18,302
-16,295
108
$700K 0.26%
9,980
+2,346
109
$700K 0.26%
+6,448
110
$695K 0.26%
16,269
+6,100
111
$685K 0.26%
+30,948
112
$673K 0.25%
16,363
+6,470
113
$669K 0.25%
11,800
+9,953
114
$664K 0.25%
43,739
+159
115
$645K 0.24%
5,009
+9
116
$641K 0.24%
+9,237
117
$638K 0.24%
+12,633
118
$632K 0.24%
11,803
+1,656
119
$624K 0.23%
+6,110
120
$620K 0.23%
3,631
+2,396
121
$618K 0.23%
82,758
+60,535
122
$611K 0.23%
11,282
+4,510
123
$608K 0.23%
13,451
+8,033
124
$608K 0.23%
+5,691
125
$608K 0.23%
+24,441
3 4
5
6 7