EAM

Empirical Asset Management Portfolio holdings

AUM $323M
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.64M
3
+$3.46M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$2.21M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$1.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.9%
2 Financials 5.66%
3 Healthcare 4.98%
4 Consumer Discretionary 3.75%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.41M 6.19%
+13,503
2
$3.64M 3.51%
+207,137
3
$3.46M 3.34%
+40,426
4
$2.21M 2.13%
+99,184
5
$1.75M 1.69%
+11,650
6
$1.73M 1.67%
+18,171
7
$1.67M 1.61%
+59,550
8
$1.63M 1.57%
+24,625
9
$1.62M 1.56%
+4,812
10
$1.59M 1.54%
+60,175
11
$1.58M 1.53%
+30,241
12
$1.51M 1.46%
+57,481
13
$1.51M 1.46%
+42,561
14
$1.49M 1.44%
+19,379
15
$1.47M 1.42%
+9,393
16
$1.43M 1.38%
+14,859
17
$1.42M 1.37%
+25,568
18
$1.28M 1.24%
+18,004
19
$1.21M 1.17%
+3,052
20
$1.1M 1.07%
+29,701
21
$1.09M 1.05%
+30,149
22
$1.08M 1.05%
+27,735
23
$1.06M 1.02%
+4,290
24
$1.03M 1%
+22,597
25
$1.01M 0.98%
+31,877
1
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