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
176
$348K 0.17%
+10,679
177
$347K 0.17%
+873
178
$346K 0.17%
+1,826
179
$345K 0.17%
+2,373
180
$344K 0.17%
+2,600
181
$341K 0.16%
+4,039
182
$340K 0.16%
554
183
$339K 0.16%
+1,844
184
$337K 0.16%
4,514
+3,596
185
$336K 0.16%
4,395
+17
186
$335K 0.16%
697
+1
187
$333K 0.16%
+1,714
188
$328K 0.16%
1,203
189
$326K 0.16%
+2,083
190
$325K 0.16%
+792
191
$325K 0.16%
+3,003
192
$324K 0.16%
+2,442
193
$324K 0.16%
13,436
+586
194
$321K 0.15%
4,149
195
$317K 0.15%
+9,630
196
$314K 0.15%
+1,853
197
$312K 0.15%
+687
198
$312K 0.15%
+247,354
199
$311K 0.15%
+5,342
200
$305K 0.15%
+5,290
6 7
8
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