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
176
$456K 0.17%
+11,742
177
$455K 0.17%
+7,437
178
$453K 0.17%
7,662
-3,720
179
$450K 0.17%
+9,553
180
$446K 0.17%
+6,108
181
$446K 0.17%
+82,348
182
$444K 0.17%
3,185
+743
183
$442K 0.17%
1,328
-3,186
184
$438K 0.16%
8,160
+444
185
$438K 0.16%
4,739
+120
186
$436K 0.16%
5,537
+2,703
187
$436K 0.16%
674
-20
188
$425K 0.16%
11,048
-122
189
$420K 0.16%
8,406
-2,838
190
$413K 0.16%
4,101
+2,013
191
$411K 0.15%
+20,506
192
$408K 0.15%
+4,063
193
$408K 0.15%
7,333
+3,218
194
$400K 0.15%
5,109
+176
195
$399K 0.15%
+3,164
196
$396K 0.15%
2,156
+442
197
$395K 0.15%
12,521
-232,429
198
$394K 0.15%
+3,951
199
$394K 0.15%
+7,917
200
$393K 0.15%
+12,647
6 7
8
9 10