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
201
$303K 0.15%
+5,943
202
$303K 0.15%
6,049
+4,841
203
$303K 0.15%
+4,115
204
$302K 0.15%
1,528
+318
205
$296K 0.14%
1,047
-16
206
$294K 0.14%
10,446
+50
207
$291K 0.14%
+510
208
$287K 0.14%
895
-322
209
$283K 0.14%
+3,908
210
$282K 0.14%
2,290
211
$280K 0.14%
+4,074
212
$278K 0.13%
+1,672
213
$271K 0.13%
788
+12
214
$270K 0.13%
2,479
+17
215
$269K 0.13%
10,641
+2,705
216
$269K 0.13%
5,418
+39
217
$265K 0.13%
2,284
+595
218
$264K 0.13%
+7,536
219
$263K 0.13%
+60,567
220
$263K 0.13%
6,463
+4,187
221
$262K 0.13%
10,714
+3,926
222
$262K 0.13%
+5,000
223
$260K 0.13%
1,185
-2,362
224
$253K 0.12%
+1,590
225
$252K 0.12%
+576
7 8
9
10 11