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
201
$393K 0.15%
15,459
-197
202
$392K 0.15%
+8,379
203
$391K 0.15%
23,045
+19,340
204
$390K 0.15%
+3,244
205
$389K 0.15%
+5,700
206
$388K 0.15%
18,508
-3,890
207
$388K 0.15%
1,037
+245
208
$382K 0.14%
+16,110
209
$382K 0.14%
+12,877
210
$379K 0.14%
17,688
-1,221
211
$378K 0.14%
2,916
-293
212
$373K 0.14%
+66,030
213
$371K 0.14%
+5,679
214
$369K 0.14%
702,650
+700,050
215
$368K 0.14%
+3,926
216
$359K 0.14%
+11,527
217
$355K 0.13%
+1,079
218
$351K 0.13%
+8,238
219
$347K 0.13%
695
-2
220
$346K 0.13%
+3,191
221
$346K 0.13%
3,939
-100
222
$346K 0.13%
2,683
+349
223
$342K 0.13%
4,617
+52
224
$336K 0.13%
2,960
+326
225
$334K 0.13%
+7,123
7 8
9
10 11