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
151
$521K 0.2%
2,105
+653
152
$512K 0.19%
2,960
+292
153
$511K 0.19%
1,895
+403
154
$510K 0.19%
8,462
+2,432
155
$508K 0.19%
+6,455
156
$505K 0.19%
+2,765
157
$501K 0.19%
2,272
-24
158
$499K 0.19%
7,959
+5,159
159
$496K 0.19%
1,097
-4,245
160
$494K 0.19%
+6,373
161
$486K 0.18%
6,801
-1,471
162
$485K 0.18%
9,668
-5,621
163
$485K 0.18%
+15,771
164
$484K 0.18%
7,048
-10,129
165
$480K 0.18%
+6,519
166
$479K 0.18%
+8,591
167
$478K 0.18%
+9,131
168
$476K 0.18%
+1,965
169
$471K 0.18%
2,714
+861
170
$470K 0.18%
4,374
+2,826
171
$467K 0.18%
25,323
+23,592
172
$465K 0.17%
16,041
+134
173
$464K 0.17%
+93,146
174
$464K 0.17%
13,526
+12,370
175
$458K 0.17%
951
+319
5 6
7
8 9