EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$825K
3
+$785K
4
PODD icon
Insulet
PODD
+$732K
5
RJF icon
Raymond James Financial
RJF
+$705K

Top Sells

1
+$198M
2
+$171M
3
+$126M
4
AAPL icon
Apple
AAPL
+$123M
5
LLY icon
Eli Lilly
LLY
+$107M

Sector Composition

1 Technology 17.16%
2 Financials 7.23%
3 Consumer Discretionary 6.41%
4 Communication Services 3.88%
5 Healthcare 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$514K 0.18%
10,430
+153
177
$513K 0.17%
+2,325
178
$513K 0.17%
16,057
+4,404
179
$512K 0.17%
5,620
-876
180
$510K 0.17%
10,033
-138,876
181
$509K 0.17%
2,942
+1,533
182
$508K 0.17%
4,784
+1,502
183
$502K 0.17%
11,057
-22,487
184
$501K 0.17%
5,997
+1,579
185
$497K 0.17%
1,507
-6,117
186
$492K 0.17%
+4,809
187
$491K 0.17%
3,522
+867
188
$491K 0.17%
15,725
+8,387
189
$489K 0.17%
1,076
-1,692
190
$488K 0.17%
5,078
-2,352
191
$488K 0.17%
3,107
+832
192
$488K 0.17%
1,774
-213,697
193
$485K 0.17%
3,595
-22
194
$479K 0.16%
2,029
-17,838
195
$479K 0.16%
8,128
+1,745
196
$474K 0.16%
+1,490
197
$473K 0.16%
+9,557
198
$473K 0.16%
+9,086
199
$472K 0.16%
5,827
+3,205
200
$469K 0.16%
17,563
+9,935
6 7
8
9 10