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
151
$394K 0.19%
4,933
-3,725
152
$393K 0.19%
+2,834
153
$392K 0.19%
6,772
+242
154
$392K 0.19%
407
+61
155
$391K 0.19%
18,909
+2,403
156
$388K 0.19%
+315
157
$384K 0.19%
7,915
+812
158
$381K 0.18%
+6,030
159
$380K 0.18%
4,565
-653
160
$378K 0.18%
+1,452
161
$375K 0.18%
+4,911
162
$369K 0.18%
+4,235
163
$368K 0.18%
+3,808
164
$365K 0.18%
+2,634
165
$365K 0.18%
+1,497
166
$364K 0.18%
+1,362
167
$364K 0.18%
+1,427
168
$364K 0.18%
1,757
+1,292
169
$360K 0.17%
+25,782
170
$356K 0.17%
+1,203
171
$355K 0.17%
4,481
-789
172
$354K 0.17%
632
-326
173
$352K 0.17%
15,681
+1,440
174
$352K 0.17%
+1,131
175
$352K 0.17%
+1,492
5 6
7
8 9