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
$323M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.07M
3
+$1M
4
AMGN icon
Amgen
AMGN
+$899K
5
CB icon
Chubb
CB
+$857K

Top Sells

1
+$907K
2
+$810K
3
+$798K
4
MET icon
MetLife
MET
+$797K
5
GRMN icon
Garmin
GRMN
+$793K

Sector Composition

1 Technology 16.83%
2 Financials 8.14%
3 Consumer Discretionary 5.7%
4 Communication Services 4.01%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$598K 0.18%
+3,658
177
$594K 0.18%
2,227
+273
178
$594K 0.18%
25,829
+906
179
$593K 0.18%
7,323
+125
180
$589K 0.18%
12,004
-2,395
181
$583K 0.18%
7,116
+1,611
182
$581K 0.18%
+5,085
183
$578K 0.18%
7,598
-106
184
$576K 0.18%
1,485
-22
185
$576K 0.18%
+1,410
186
$576K 0.18%
5,966
+887
187
$575K 0.18%
+6,253
188
$569K 0.18%
6,857
189
$568K 0.18%
7,601
+1,774
190
$560K 0.17%
7,917
+212
191
$544K 0.17%
12,398
+40
192
$543K 0.17%
5,658
+849
193
$541K 0.17%
22,309
194
$539K 0.17%
2,765
195
$538K 0.17%
5,907
+829
196
$537K 0.17%
2,422
-3
197
$529K 0.16%
5,633
-104
198
$526K 0.16%
20,873
+38
199
$524K 0.16%
16,906
+464
200
$513K 0.16%
16,157
+100
6 7
8
9 10