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
126
$604K 0.23%
3,310
-2,074
127
$600K 0.23%
33,926
+27,131
128
$599K 0.23%
6,309
-1,659
129
$592K 0.22%
36,517
-4,073
130
$592K 0.22%
3,721
-588
131
$588K 0.22%
1,523
+841
132
$588K 0.22%
14,252
-7,687
133
$580K 0.22%
7,529
+5,849
134
$574K 0.22%
1,199
+640
135
$572K 0.22%
6,047
+1,129
136
$568K 0.21%
25,452
-9,989
137
$567K 0.21%
6,416
-4,054
138
$557K 0.21%
6,068
+940
139
$555K 0.21%
+3,966
140
$553K 0.21%
14,070
-750
141
$547K 0.21%
+20,202
142
$542K 0.2%
8,034
+5,944
143
$542K 0.2%
7,584
-742
144
$539K 0.2%
11,228
+911
145
$534K 0.2%
8,712
-180
146
$533K 0.2%
15,806
+12,931
147
$531K 0.2%
+22,309
148
$529K 0.2%
6,912
+2,001
149
$526K 0.2%
12,759
-3,878
150
$525K 0.2%
+20,989
4 5
6
7 8