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
126
$441K 0.21%
+4,619
127
$440K 0.21%
+5,000
128
$436K 0.21%
10,169
+71
129
$434K 0.21%
6,795
+4,264
130
$431K 0.21%
+2,090
131
$430K 0.21%
+1,867
132
$422K 0.2%
4,468
+154
133
$422K 0.2%
+1,715
134
$421K 0.2%
+8,902
135
$417K 0.2%
9,893
136
$416K 0.2%
+1,680
137
$413K 0.2%
+2,587
138
$410K 0.2%
+3,612
139
$408K 0.2%
+6,605
140
$407K 0.2%
+8,580
141
$407K 0.2%
7,716
-8,537
142
$406K 0.2%
+1,499
143
$406K 0.2%
8,239
+7,443
144
$406K 0.2%
4,966
+118
145
$403K 0.19%
3,200
+73
146
$402K 0.19%
+6,197
147
$401K 0.19%
15,656
-118
148
$401K 0.19%
4,456
-3,178
149
$401K 0.19%
+1,156
150
$400K 0.19%
2,706
+172
4 5
6
7 8