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
126
$260K 0.25%
+5,485
127
$259K 0.25%
+3,372
128
$257K 0.25%
+545
129
$255K 0.25%
+2,176
130
$249K 0.24%
+1,720
131
$247K 0.24%
+733
132
$245K 0.24%
+20,545
133
$243K 0.23%
+878
134
$240K 0.23%
+2,078
135
$238K 0.23%
+2,077
136
$234K 0.23%
+971
137
$225K 0.22%
+753
138
$223K 0.22%
+3,648
139
$219K 0.21%
+387
140
$217K 0.21%
+677
141
$215K 0.21%
+3,790
142
$215K 0.21%
+416
143
$214K 0.21%
+10,941
144
$211K 0.2%
+1,817
145
$209K 0.2%
+6,660
146
$207K 0.2%
+995
147
$202K 0.2%
+909
148
$133K 0.13%
+21,346
149
$62K 0.06%
+400
150
$12K 0.01%
+10,000
2 3 4 5
6