EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
1-Year Return
16.08%
This Quarter Return
+3.41%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$266M
AUM Growth
+$58.4M
(+28%)
Cap. Flow
+$49.7M
Cap. Flow
% of AUM
18.71%
Top 10 Holdings %
Top 10 Hldgs %
23.17%
Holding
399
New
124
Increased
130
Reduced
88
Closed
51
Top Buys
| 1 |
Apple
AAPL
|
$12.6M |
| 2 |
Microsoft
MSFT
|
$5.19M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.31M |
| 4 |
Meta Platforms (Facebook)
META
|
$2.34M |
| 5 |
Home Depot
HD
|
$2.3M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$11.3M |
| 2 |
Chipotle Mexican Grill
CMG
|
$7.33M |
| 3 |
NVIDIA
NVDA
|
$5.64M |
| 4 |
Schwab International Equity ETF
SCHF
|
$4.45M |
| 5 |
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% |
