EAM
Empirical Asset Management Portfolio holdings
AUM
$323M
This Quarter Return
-9.99%
1 Year Return
+16.08%
3 Year Return
+51.83%
5 Year Return
–
10 Year Return
–
AUM
$94.9M
AUM Growth
+$94.9M
(-9.8%)
Cap. Flow
-$613K
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
24.44%
Holding
183
New
38
Increased
44
Reduced
60
Closed
29
Top Buys
| 1 |
Molson Coors Class B
TAP
|
$606K |
| 2 |
Nike
NKE
|
$556K |
| 3 |
Edison International
EIX
|
$541K |
| 4 |
ProShares High Yield-Interest Rate Hedged ETF
HYHG
|
$538K |
| 5 |
iShares Silver Trust
SLV
|
$527K |
Top Sells
| 1 |
Snap-on
SNA
|
$1.03M |
| 2 |
Kroger
KR
|
$808K |
| 3 |
Fidelity MSCI Energy Index ETF
FENY
|
$746K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$703K |
| 5 |
Biogen
BIIB
|
$670K |
Sector Composition
| 1 | Technology | 7.2% |
| 2 | Financials | 5.99% |
| 3 | Healthcare | 5.71% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Industrials | 4.2% |
